New Zealand sharemarket running red hot while Australian equities cool in December

22/01/2020
The tables below show the performance of our KiwiSaver and Investment Funds to the end of December 2019. Here's what influenced the markets last month:

Bonds:

Global bond yields continue an upward trajectory and are significantly higher than this time three months ago.

Recent updates

Why Barefoot Investors fans are flocking into Simplicity funds?

10/01/2020
Amongst many starlit finance experts, Scott Pape, author of the bestselling personal finance book The Barefoot Investor, is an evangelist...

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Santa rally comes early as one year returns to end of November surge

10/12/2019
The tables below show the performance of our KiwiSaver and investment funds to the end of November 2019.

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Simplicity produces first KiwiSaver document in te reo

05/12/2019
In a first for the KiwiSaver industry, nonprofit Simplicity has published the country’s first bilingual Product Disclosure Statement (PDS), the...

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Coming soon to a town near you...The Wealth Innovation Roadshow

21/03/2017
The Wealth Innovation tour will be hitting the road next month.
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Fees, commissions and trails that you should know about in any investment

07/03/2017
KiwiSaver turns 10 years old this year and with a $40 billion balance, there's plenty...
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Simplicity launches new lookalike investment funds

06/03/2017
Our #1 request from members (and non members) since we launched last year has been...
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KiwiSaver for the Self Employed - Are you leaving money on the table?

01/03/2017
If you're self employed, KiwiSaver can seem like a luxury.
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Going for Growth - Part Three of How to Choose a KiwiSaver Fund

24/02/2017
And last but not least, our growth fund.
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How passive investing works and why the banks are freaking out

22/02/2017
Something strange is happening to the $30bn, fast-rising KiwiSaver industry created by Michael Cullen.
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Are you Balanced? Part Two of How to Choose a Fund

17/02/2017
In part One of this series, we took a closer look at what's in our...
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How to choose a KiwiSaver fund Part One The Conservative Fund deconstructed

10/02/2017
Recently we released our first fund updates showing our performance and ranking it against our...
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Flagship Simplicity fund takes second place in the rankings, bolstering case for low fee funds

02/02/2017
Our first fund performance figures are in, and we're delighted to share the results.
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Craig's guide to a well planned retirement. Don't panic, get planning

24/01/2017
It's fair to say many folks have no idea on how much to save between...
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