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.
Yes, you can switch funds at any time. Just log on to your Simplicity account here and click on Switch funds on the left-hand menu.. There is no cost to switch funds. We do recommend you do some research first. Our Fund Selector can help or check out ...
Our Conservative, Balanced, Growth and High Growth funds are broadly diversified and are invested in up to 4000 investments in 20 countries that fluctuate in value everyday. You can see how our funds have performed over various timeframes here.
The annual fees on our KiwiSaver accounts simply have a 0.25% per annum management fee. This equates to $2.50 per $1000 that you have invested. This fee is deducted at a daily rate and displayed on your online account in dollar figures. As a ...
If you're transferring from another KiwiSaver provider, your balance will show as zero until we receive the funds. Your previous provider must transfer your funds within 10 working days, however it can take 1-2 working days to initiate this process ...
Simplicity gives 15% of its fee to the Simplicity Foundation, which then distributes these funds to nominated charities. This has been part of Simplicity's story since it started in 2016. See Our Charity for more details about how the Foundation ...