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Ten years on, our KiwiSaver Growth Fund ranks #1

22/10/2026

In the latest independent KiwiSaver investment survey by Melville Jessup Weaver (MJW), our KiwiSaver Growth Fund ranked first in its category for 10-year returns, with our Balanced Fund coming in second.

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Recent updates

investments

May market update

Published 20/06/2023

May was a busy month in terms of the financial markets. After a strong start for share markets around the world during the first quarter, May saw local markets in particular come under pressure - with the NZX 50 index...

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media

Tackling employment, infrastructure, and GDP: what Northland needs to thrive

Published 19/06/2023

For its wellbeing, Northland needs a four-lane state highway to Whangārei, as a matter of strategic national importance. Only a reliable major highway will generate the broad economic growth, across many industries, that Northland sorely needs. This has proven a...

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investments

Investment terms explained: Demystifying the financial jargon

Published 01/06/2023

Investing can be a powerful tool for growing your wealth and securing a better financial future. Yet, fear of the unknown often holds people back. Use of jargon and complex sounding concepts can act as a barrier for many Kiwis...

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investments

Why Simplicity invests in unlisted assets

Published 15/05/2023

Managing Director, Sam Stubbs, explains why Simplicity's investment approach has changed over time and gives details about the recently increased allocation to unlisted assets.

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kiwisaver

Understanding tax in KiwiSaver - everything you need to know

Published 15/05/2023

KiwiSaver members have recently received a Statement of Holdings and Tax Statement for the financial year. Your instinct may be to panic or worry that you need to do something, however there is no reason to. This statement simply shows...

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charity

Simplicity Foundation continues support for key partner charities

Published 11/05/2023

The Simplicity Foundation has donated $183,000 to four of our key charity partners, bringing total donations to $5,851,634.

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charity

Simplicity Foundation - small grants for local environment projects

Published 11/05/2023

As part of our 2023 giving programme and to help support local grass-roots community environmental groups we have allocated $100,000 for a round of one-off grants between $5,000 to $20,000.

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property investment

Simplicity Living: A new era of affordable rental housing

Published 04/05/2023

Simplicity Living, the build-to-rent programme of Simplicity, recently opened its first build-to-rent housing development in Point England, Auckland. The opening of Kupenga marks a new era of affordable housing, providing tenants with high-quality homes at reasonable prices.

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investments

New funds, lower costs and more homes for Kiwis

Published 01/05/2023

Today Simplicity announced a major expansion, by launching seven new funds, reducing fund charges and by increasing investment in New Zealand unlisted assets.

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