# Simplicity Investment Funds

> FMA-registered Managed Investment Scheme containing 11 retail managed funds. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH11873
- **Brand manager:** Simplicity (Simplicity NZ Limited)
- **Legal issuer:** Simplicity NZ Limited
- **Funds in our coverage:** 11
- **Asset classes covered:** 6 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, International FI, Cash)
- **Offer document(s):** OFR11879 (Simplicity Investment Funds)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. Simplicity Investment Funds is an MIS registered with the FMA as SCH11873. Simplicity is the brand manager whose funds sit within the scheme. The scheme is issued by Simplicity NZ Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (11)

### Diversified Funds (5)

- [Simplicity Balanced Investment Fund](https://managedfunds.nz/funds/simplicity/balanced-investment/) — balanced, PIE
- [Simplicity Conservative Investment Fund](https://managedfunds.nz/funds/simplicity/conservative-investment/) — conservative, PIE
- [Simplicity Growth Investment Fund](https://managedfunds.nz/funds/simplicity/growth-investment/) — growth, PIE
- [Simplicity High Growth Investment Fund](https://managedfunds.nz/funds/simplicity/high-growth-investment/) — aggressive, PIE
- [Simplicity Homes and Income Investment Fund](https://managedfunds.nz/funds/simplicity/homes-and-income-investment/) — balanced, PIE

### Australasian Equities (1)

- [Simplicity NZ Share Fund](https://managedfunds.nz/funds/simplicity/nz-share/) — growth, PIE

### International Equities (2)

- [Simplicity Hedged Global Share Fund](https://managedfunds.nz/funds/simplicity/hedged-global-share/) — growth, PIE, NZD hedged
- [Simplicity Unhedged Global Share Fund](https://managedfunds.nz/funds/simplicity/unhedged-global-share/) — growth, PIE

### New Zealand Fixed Interest (1)

- [Simplicity NZ Bond Fund](https://managedfunds.nz/funds/simplicity/nz-bond/) — conservative, PIE

### International Fixed Interest (1)

- [Simplicity Hedged Global Bond Fund](https://managedfunds.nz/funds/simplicity/hedged-global-bond/) — conservative, PIE, NZD hedged

### Cash and Cash Equivalents (1)

- [Simplicity NZ Cash Fund](https://managedfunds.nz/funds/simplicity/nz-cash/) — conservative, PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>markdown.md` and a structured-data twin at `<canonical>data.json`. Example:

- HTML: https://managedfunds.nz/funds/simplicity/balanced-investment/
- Markdown: https://managedfunds.nz/funds/simplicity/balanced-investment/markdown.md
- JSON: https://managedfunds.nz/funds/simplicity/balanced-investment/data.json

## Sources

- **FMA Disclose register** (search for SCH11873): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH11873
- **Brand manager website:** https://simplicity.kiwi
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch11873/

## 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/

## This file

- **Canonical HTML:** https://managedfunds.nz/schemes/sch11873/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch11873/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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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.