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Our Funds

Simplicity has a range of KiwiSaver funds to help, from birth till retirement and beyond.

Our Growth and Balanced funds are suitable for those who want higher long term returns and are prepared to accept the ups and downs in financial markets.

Our Conservative fund is best for protecting capital or buying a first home. Long term returns should be lower, with less short term movements up or down.

Our Guaranteed Income fund is ideal for those in, or approaching, retirement. It pays the same guaranteed amount every fortnight, for the rest of your life. Once retired you have full access to your money at any time, and the balance is paid to your estate.

Simplicity puts you in control






Each fund has over 3,000 different investments in 23 countries, and are 100% hedged to the NZ dollar.

We charge the same annual fees for all funds. $30 + $3.10 for every $1000 in your account (0.31%).

The Guaranteed Income Fund charges an additional 1.3% for an insurance policy, which guarantees the income payments.

Conservative

Conservative


Latest fund update

Balanced

Balanced


Latest fund update

Growth

Growth


Latest fund update

Guaranteed Income

Guaranteed Income


Find out more

NZ Fixed Interest
NZ Shares
AUS Shares
INTL SHARES
INTL Fixed Interest
CASH


For details on how the funds are managed click here