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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Simplicity Investment Funds

Scheme number: SCH11873

Funds tracked
11
Brand manager
Simplicity
Legal issuer
Simplicity NZ Limited
FMA Disclose register · SCH11873 OFR11879 — Simplicity Investment Funds

Diversified Funds

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

5 funds
Simplicity Balanced Investment Fund
PIE · capped at PIR (max 28%) balanced
Simplicity Conservative Investment Fund
PIE · capped at PIR (max 28%) conservative
Simplicity Growth Investment Fund
PIE · capped at PIR (max 28%) growth
Simplicity High Growth Investment Fund
PIE · capped at PIR (max 28%) aggressive
Simplicity Homes and Income Investment Fund
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
PIE · capped at PIR (max 28%) growth

International Equities

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

2 funds
Simplicity Hedged Global Share Fund
PIE · capped at PIR (max 28%) NZD hedged growth
Simplicity Unhedged Global Share Fund
PIE · capped at PIR (max 28%) growth

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
Simplicity NZ Bond Fund
PIE · capped at PIR (max 28%) conservative

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Simplicity Hedged Global Bond Fund
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
PIE · capped at PIR (max 28%) conservative

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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