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.
No - with Simplicity, your KiwiSaver account can only be invested in one fund at a time. For most people, KiwiSaver has a single long-term purpose, so one investment strategy is usually enough. If your goals or risk appetite change over time, you can ...
Yes, you can switch funds at any time. Just log on to your Simplicity account here, select the fund, and then choose switch funds. There is no cost to switch funds. We do recommend you do some research first. Our Fund Selector can help or check out ...
If you’ve permanently moved to Australia, you may be able to transfer your KiwiSaver to an Australian-compliant super fund under the Trans-Tasman portability scheme. You cannot withdraw the money directly to your bank account. Before applying, please ...
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 have a 0.24% per annum management fee. This equates to $2.40 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 nonprofit fund ...