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 here.
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.
Applying for an Investment Fund account only takes a few minutes online here. You'll need to provide your IRD number and photo ID like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about how ...
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 ...
Simplicity has ten investment fund options outside of our KiwiSaver scheme. In addition to our four diversified investment funds - Conservative, Balanced, Growth and High Growth funds (0.25% p.a., or $2.50 for every $1000 invested), we have six ...
For joint Investment Fund accounts where the account holders have different PIRs (Prescribed Investor Rates) tax is applied at the higher of the two rates.
As a fund manager, there's some differences between the way money is transferred compared to a regular bank transaction. This means our timeframes take into account the time it takes to value your investment and sell units of your fund. This means ...