What funds can I invest in?

What funds can I invest in?

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 0.24% p.a., or $2.40 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.