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Fund manager

Simplicity

Simplicity NZ Limited

Not-for-profit-aligned manager offering low-fee diversified and single-asset PIE funds; donates 15% of fees to charity.

Funds tracked
11
Headquarters
Auckland
Simplicity websiteRead the Simplicity review →

Peer managers

Other NZ managers in Diversified

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

5 funds
Simplicity Conservative Investment Fund
Fee
0.25%
5y return
1.78%
Risk
3/7
PIE · capped at PIR (max 28%)conservative
Simplicity Balanced Investment Fund
Fee
0.25%
5y return
4.34%
Risk
4/7
PIE · capped at PIR (max 28%)balanced
Simplicity Growth Investment Fund
Fee
0.25%
5y return
6.00%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Simplicity High Growth Investment Fund
Fee
0.25%
Risk
5/7
PIE · capped at PIR (max 28%)aggressive
Simplicity Homes and Income Investment Fund
Fee
0.25%
Risk
3/7
PIE · capped at PIR (max 28%)balanced

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

1 fund
Simplicity NZ Share Fund
Fee
0.10%
5y return
0.02%
Risk
5/7
PIE · capped at PIR (max 28%)growth

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Simplicity Hedged Global Share Fund
Fee
0.15%
Risk
5/7
PIE · capped at PIR (max 28%)NZD hedgedgrowth
Simplicity Unhedged Global Share Fund
Fee
0.15%
Risk
5/7
PIE · capped at PIR (max 28%)growth

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
Simplicity NZ Bond Fund
Fee
0.10%
5y return
0.53%
Risk
4/7
PIE · capped at PIR (max 28%)conservative

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Simplicity Hedged Global Bond Fund
Fee
0.15%
Risk
4/7
PIE · capped at PIR (max 28%)NZD hedgedconservative

Cash and Cash Equivalents

On-call and short-duration cash funds.

1 fund
Simplicity NZ Cash Fund
Fee
0.12%
Risk
2/7
PIE · capped at PIR (max 28%)conservative

Questions about Simplicity

How many managed funds does Simplicity offer in New Zealand?▾

Simplicity runs 11 retail managed funds available to New Zealand investors, across 6 asset classes: Diversified Funds, Cash and Cash Equivalents, New Zealand Fixed Interest, International Fixed Interest, Australasian Equities, International Equities. Counts are taken from the FMA Disclose register.

What does Simplicity charge?▾

Annual fund charges across Simplicity's 11 funds with published data range from 0.10% to 0.25% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Simplicity a licensed fund manager in New Zealand?▾

Simplicity operates in New Zealand as Simplicity NZ Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Simplicity's funds PIEs?▾

11 of Simplicity's 11 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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