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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Farewell 2016. Bring on the party in 2017 for NZ KiwiSavers and Investors

04/01/2017
In spite of recent earthquakes, real and political, I’m as bullish on NZ as I’ve ever...
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Five tips to get your financial fitness levels up in 2017

01/01/2017
I'm not a big one for resolutions. Apparently I'm not alone.
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Happy holidays from the team at Simplicity

24/12/2016
Greetings from the team at Simplicity.
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Find out what you pay in fees compared to our competitors

22/12/2016
Big news today as Simplicity KiwiSaver is now up on the Sorted. org.
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Don't get mad, get informed....some simple tools to find out what you're being charged in fees

15/12/2016
Hugely disappointing news this week that the Government bowed to pressure from the banking industry...
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How to make your KiwiSaver grow faster at Christmas time

13/12/2016
KiwiSaver may not be at the top of the traditional xmas wish-list but here's why...
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Don't treat investors like idiots

29/11/2016
The KiwiSaver industry sometimes struggles to treat investors like the intelligent people they are.
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"Too hard" excuse on fees disclosure just doesn't cut it for Simplicity, or financial regulators worldwide

21/11/2016
For too long, the funds management industry has had it too good, extracting a high...
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Simplicity makes first charitable donation to earthquake victims

16/11/2016
We're delighted to let you know we've made the first charitable donation on your behalf.
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Budget Buster: Three cheers for the KiwiSaver upstart waging war on fees

14/11/2016
Celebrating a banner today with a giant leap in new members.
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