Funds and returns
Can I open a second Investment Funds account in my sole name?
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. ...
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 ...
What fund should I choose?
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 ...
What's the difference between Investment Funds and term deposits?
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 ...
Are Simplicity Investment Funds ethical?
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 ...
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 ...