Backing successful private companies
The Simplicity Private Equity Fund invests in Venture Capital and Private Equity.
Its private equity investments focus on established small and medium sized businesses in New Zealand that are not listed on a public exchange.
These private companies are the powerhouse of our economy and are often quiet success stories.
These types of investments are not usually accessible to the investing public but as a patient long-term investor we are sometimes invited to help unlock private capital and participate in their success.
While unlisted investments often require a substantial upfront commitment, they can yield greater returns compared to purchasing shares on the public stock market.
We do the challenging work of identifying and investing in strong and growing companies, allowing our members to help grow great companies in New Zealand that will shape a better future for Aotearoa New Zealand.
We typically want to buy less than 20% of any company, not sit on the Board, and let them get on with running their business.
While Simplicity is invested in the success of these companies, once invested we want to play a passive role. This allows the companies we're backing to do what they are best at.
We don’t invest in certain sectors, according to our Responsible Investment Policy.
This is a long term investment strategy. We have made our first investments, and hope to make many more in the decades ahead.