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 ...
You may be able to invest in the name of a company, depending on the Company structure. Please contact us on info@simplicity.kiwi and provide the name and company number and we can provide further information. Company accounts require a minimum ...
Yes, you can invest in the name of a trust, but the application process is more involved. Complete the application form here. You'll need to provide ID for all the trustees and corporate directors (if applicable), a certified copy of the trust deed, ...
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 ...
The fund type you invest in will depend on your reasons for investing, your age and stage of life and also your risk appetite. To find out what kind of investor you are and for other useful information check out some of the tools on sorted.org.nz ...