Our business is ultimately a social enterprise, so responsible investing is an important issue for us and our members.
We specifically exclude investments in companies with significant involvement in activities such as fossil fuel extraction, weapons and gambling. We also exclude companies that have contravened the principles of the UN Global Compact on Anti Corruption, Human Rights, Environment and Labour. You'll find more information and a link to our Responsible Investment policyhere.
As a fund manager we choose to focus on areas of social responsibility where we can have a constructive involvement e.g. donating 15% of our management fee via the Simplicity Foundation to charities.
We do allow child investment accounts under our Investment Fund option. However, for investors under the age of 18, accounts can only be opened by a parent or legal guardian. If the parents of your grandchild wish to open an account for the child, ...
To create a Simplicity Investment Fund account for your child, please complete the application form here. You'll need your child's birth certificate, the parent/guardians ID, and all of your IRD numbers handy. You have the choice of adding one or two ...
Our Investment Funds are different from term deposits where you invest a set amount for a specified time, and you’re guaranteed a certain rate of return on top of the original amount you invested. With a Simplicity Investment Fund, you’re investing ...
All of our diversified funds (except the Default Fund), have a proportion of the asset class ‘unlisted property’, which is the official asset class name for Simplicity Living. KiwiSaver KiwiSaver High Growth Fund KiwiSaver Growth Fund KiwiSaver ...
Simplicity has eleven investment fund options outside of our KiwiSaver scheme. In addition to our four diversified investment funds - Conservative, Balanced, Growth and High Growth funds, we have one thematic fund - Homes and Income Fund ( all charge ...