Simplicity
New Zealand’s lowest-cost
fund manager
Simplicity is a Kiwi-owned, nonprofit, 100% online fund manager with 13,000 plus members and more than
$400 m under management. 15% of our management fee is paid to charities annually. We are NZ’s fastest
growing KiwiSaver provider.
We invest passively which minimises costs so we can maximise returns for investors over time.
Annual Fee Management Fee Date of Inception
KiwiSaver Funds
(Conservative/Balanced/Growth)$30 p.a. 0.31% 01/09/16
Investment Funds
(Conservative/Balanced/Growth)$30 p.a. 0.31% 03/04/17
Guaranteed Investment Funds
(Balanced)$30 p.a. 1.6%* 21/09/17
NZ Share Index Fund $30 p.a. 0.10% 03/04/18
NZ Bond Index Fund $30 p.a. 0.10% 03/04/18
Our business partners are the best at what they do:
*The Guaranteed Income Fund charges an additional 1.3% for an insurance policy, which guarantees the income payments.
Simplicity NZ Limited is the issuer of the Simplicity KiwiSaver Plan and Investment funds. For Product Disclosure Statements, see http://www.simplicity.kiwi