Simplicity now #1 for 3 year returns
04/08/2020
Great news. The latest Morningstar KiwiSaver survey ranks our Conservative Fund #1, Balanced Fund #2, and Growth Fund #6 for three year performance to 30 June 2020, out of 32-59 competitors.
Recent updates
Simplicity Charitable Trust accepts Michelle Boag’s resignation
10/07/2020
The Simplicity Charitable Trust, which receives 15% of the fees from Simplicity KiwiSaver and Investment Funds to donate to charities,...
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Weathering the Storm: Investing in tough times (and how not to get ripped off)
03/07/2020
Simplicity is hitting the road.
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Simplicity charitable donations reach $1 million
25/06/2020
We've now given over a million dollars to charity, and we couldn't be happier %)
While charitable giving has always been...
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Bond yield increases put a damper on Conservative funds performance for the month of October
19/11/2019
The tables below show the performance of our KiwiSaver and...
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Simplicity puts companies on formal notice as diversity stalls on boardsÂ
18/11/2019
Progress towards gender and ethnic diversity amongst the leadership of...
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Low-cost index funds a winning formula for non-profit Simplicity KiwiSaver Plan
11/11/2019
The latest KiwiSaver quarterly report to the end of September...
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Simplicity makes $150k donation to Kiwi charities as part of 3rd birthday celebrations
14/10/2019
As part of its third birthday celebrations, the Simplicity Charitable...
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Guaranteed Income Fund rate reset triggered by low interest rate environment
14/10/2019
Falling interest rates have resulted in a rates reset for...
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Simplicity disrupts mortgage market with NZ's cheapest home loan rate of 2.95% for first time buyers
03/10/2019
It's our 3rd birthday %)Â
To celebrate, we're now offering first...
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Now is the time to start investing in NZ's infrastructure
27/09/2019
For central and local governments there's now an opportunity to...
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Low-interest rate environment good news for bond yields
11/09/2019
Bond heavy portfolios were the main winners last month as the RBNZ cut the official...
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Simplicity makes $25,000 donation in support of tree planting efforts on Motutapu Island
29/08/2019
"The best time to plant a tree was 20 years...
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Lower for longer interest rates and trade wars continue to leave markets guessing
15/08/2019
Australasian share markets were standouts in July with the NZX50...
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