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 including their Investor Profiler.
If you're still not sure after researching the options yourself, we recommend you consult with an independent financial advisor, preferably one with a fee-based structure, so they make a decision that is unbiased and not tied to commissions. We can't give you personalised advice ourselves.
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 ...
Applying for an Investment Fund account only takes a few minutes online here. You'll need to provide your IRD number and NZ photo ID, like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about ...
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 ...
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 ...
Investment Fund annual statements are sent via email in early-mid May. KiwiSaver annual statements are sent in late May. You can also view your statement/s in the member app by going to Documents & forms under Manage your fund. Please note these ...