Can I switch funds?

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 Sorted.org.nz

Currently, you can only have one fund type with the Simplicity KiwiSaver Scheme.

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Are your funds ethically invested?
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 ...
What is your expected rate of return?
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.
How long does it take to transfer from another provider?
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 ...
Why does 15% of my fees go to the Simplicity Foundation?
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 ...
What's the right fund for me?
The type of fund you invest in will depend on your reasons for being in KiwiSaver, your age and stage of life and also your risk appetite. You can find out more about our KiwiSaver funds here. The Fund Selector tool on our website can help you decide ...

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