Simplicity is a nonprofit, 100% online investment manager that only charges members what it costs, nothing more.
Your investments could make you a lot more.
All our funds exclude tobacco, landmines, cluster bombs and nuclear weapons.
We donate 15% of the management fees you pay to charity.
Fund performance 5 year
-
Fund type
Balanced
NZ invested Assets
-
Estimated annual fees
0.3%
Fund performance 5 year
-
Fund type
Conservative
NZ invested Assets
-
Estimated annual fees
0.29%
Fund performance 5 year
-
Fund type
Aggressive
NZ invested Assets
-
Estimated annual fees
0.29%
Fund performance 5 year
2.49%
Fund type
Conservative
NZ invested Assets
44.47%
Estimated annual fees
0.31%
Fund performance 5 year
5.8%
Fund type
Balanced
NZ invested Assets
37.4%
Estimated annual fees
0.31%
Fund performance 5 year
7.8%
Fund type
Growth
NZ invested Assets
36.75%
Estimated annual fees
0.31%
Fund performance 5 year
-
Fund type
Balanced
NZ invested Assets
37.47%
Estimated annual fees
1.59%
