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.
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, and being an active shareholder in New Zealand companies on behalf of our members, where appropriate.
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 ...
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 ...
Simplicity has ten investment fund options outside of our KiwiSaver scheme. In addition to our four diversified investment funds - Conservative, Balanced, Growth and High Growth funds (0.25% p.a., or $2.50 for every $1000 invested), we have six ...
Investing in someone else's Investment account is a great thing to do, contributing to the recipient's financial future. Follow these simple instructions: 1. Confirm that the person you are gifting to is a Simplicity Investment Fund member. 2. In ...
Applying for an Investment Fund account only takes a few minutes online here. You'll need to provide your IRD number and photo ID like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about how ...