Which New Zealand managed funds does Simplicity NZ Limited manage?

Simplicity NZ Limited is named as the licensed manager in the SIPO of 11 New Zealand retail managed funds, across 1 scheme. The full list, with the SIPO that states each one, is at https://managedfunds.nz/licensed-manager/simplicity-nz/funds/. Only funds whose SIPO has been ingested are counted, so this is a floor.

Does Simplicity NZ choose the investments in these funds?

Holding the FMA licence for a scheme is a distinct role from selecting the investments within it, and from custody and supervision. The SIPO names the licensed manager; the investment manager, custodian and supervisor may be other parties and are stated separately in the scheme documents.

Simplicity NZ

Simplicity NZ Limited

Simplicity NZ Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 11 funds in our universe, across 1 scheme. Each row links to the SIPO that states it.

Fund	Brand	Asset class	SIPO
Simplicity Balanced Investment Fund	Simplicity	Diversified	SIPO
Simplicity Conservative Investment Fund	Simplicity	Diversified	SIPO
Simplicity Growth Investment Fund	Simplicity	Diversified	SIPO
Simplicity Hedged Global Bond Fund	Simplicity	International FI	SIPO
Simplicity Hedged Global Share Fund	Simplicity	International Equities	SIPO
Simplicity High Growth Investment Fund	Simplicity	Diversified	SIPO
Simplicity Homes and Income Investment Fund	Simplicity	Diversified	SIPO
Simplicity NZ Bond Fund	Simplicity	NZ Fixed Interest	SIPO
Simplicity NZ Cash Fund	Simplicity	Cash	SIPO
Simplicity NZ Share Fund	Simplicity	Australasian Equities	SIPO
Simplicity Unhedged Global Share Fund	Simplicity	International Equities	SIPO

Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2026-05-01. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the Simplicity NZ range. Information only — not financial advice.