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 the member app and track the performance of their fund/s since the date they joined.

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