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 0.23% p.a., or $2.30 for every $1000 invested), and six single sector funds - the Hedged Global Share Fund, Unhedged Global Share Fund and Hedged Global Bond Fund (0.15% p.a., or $1.50 for every $1000 invested) and the NZ Cash, Share and Bond funds (0.10% p.a., or $1 for every $1000 invested).
To see a breakdown of each fund and what it’s invested in, go to the Investment Funds page and select the fund or funds you're interested in. There is more information in our Product Disclosure Statement (PDS) and Statement of Investment Policies and Objectives (SIPO)here.
Yes, you can invest in the name of a trust, but the application process is more involved. Complete the application form here. You'll need to provide certified ID for all the trustees and corporate directors (if applicable), a certified copy of the ...
Our Investment Funds are different from term deposits where you invest a set amount for a specified time, and you’re guaranteed a certain rate of return on top of the original amount you invested. With a Simplicity Investment Fund, you’re investing ...
No. You can only have one Investment Funds account in your sole name, and each account can only hold one of each fund type. For example, if you already have a Growth Fund, you won't be able to invest in a second Growth Fund within the same account. ...
You may be able to invest in the name of a company, depending on the Company structure. Please contact us on info@simplicity.kiwi and provide the name and company number and we can provide further information. Company accounts require a minimum ...
For an individual Investment Funds account, we will pay the investment to the personal representative of the investor's estate once we have received the required legal documentation. If the investor left a valid Will, this will usually be the ...