How often are returns reported to investors?

How often are returns reported to investors?

A quarterly fund update will be published on our website, detailing our Funds' performance. An annual report will be emailed to members directly.

Members can also log on to their online account here and track the performance of their fund/s since the date they joined.

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How am I taxed?
Simplicity investment funds are structured as PIEs. PIE stands for Portfolio Investment Entity. A PIE invests the contributions from its investors in different types of investment. The tax rate for your investment earnings from a PIE is referred to ...