# Simplicity Hedged Global Share Fund

> Mechanical fund record. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Manager:** Simplicity (Simplicity NZ Limited)
- **Asset class:** International Equities
- **Risk profile:** growth
- **Structure:** NZ Portfolio Investment Entity (PIE) — investor tax capped at PIR (max 28%)
- **NZD hedged:** yes
- **Confidence tier:** C (Sorted Smart Investor → FMA Disclose)
- **Last verified:** 2026-05-22

## Summary

The Simplicity Hedged Global Share Fund is a international equities managed fund run by Simplicity. Not-for-profit-aligned manager offering low-fee diversified and single-asset PIE funds; donates 15% of fees to charity.

## Fund data

- **Annual fund charge:** 0.15% p.a. (from the latest Quarterly Fund Update)
- **Risk indicator:** 5/7 on the FMA-mandated standardised scale (1 = lower risk, 7 = higher risk)
- **Fund size (AUM):** NZ$2.66 billion
- **Asset mix:** 98% growth assets · 2% income assets
- **Fund started:** 28 April 2023
- **Minimum initial investment:** NZ$1

## Top 10 holdings

1. NVIDIA Corp — 6.54%
2. Apple Inc — 5.88%
3. Microsoft Corporation — 4.41%
4. Amazon.Com Inc — 3.22%
5. Alphabet Inc Class A — 2.67%
6. Broadcom Inc — 2.31%
7. Alphabet Inc Class C — 2.13%
8. Meta Platforms Inc — 1.99%
9. Tesla Motors Inc — 1.73%
10. Eli Lilly and Company — 1.26%

Holdings are disclosed in every Quarterly Fund Update; the full portfolio holdings file is available via the FMA Disclose register.

## How to invest

Available via: Simplicity directly. Read the current Product Disclosure Statement (PDS) before investing.

## Sources

- **FMA Disclose register** (primary): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Simplicity%20Hedged%20Global%20Share%20Fund
- **Product Disclosure Statement:** /disclose-document/mdob0407fc2f6057aa881a30e56b84a1642/Product-Disclosure-Statement-Simplicity-Investment-Funds-1-September-2025.pdf
- **Sorted Smart Investor** (cross-validation): https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH11873/OFR11879/FND43093/
- **Manager website:** https://simplicity.kiwi

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

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- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.