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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 website Read 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 hedged growth
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 hedged conservative

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

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