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.
Yes. You can switch funds at any time by logging in to the member app, selecting your fund, and choosing Switch funds under Manage your fund. There’s no cost to switch funds. Before switching, we recommend taking some time to choose the right fund ...
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.
No. With Simplicity, your KiwiSaver account can only be invested in one fund at a time. Our KiwiSaver funds are already broadly diversified, and many of the investments across the funds overlap. For most people, KiwiSaver has one long-term purpose, ...
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 ...