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Investment funds that are simply better

Lowest fee investment funds with full access to your money at any time.

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Simplicity NZ Limited is the issuer of the Simplicity Investment Funds.
Click here for the Product Disclosure Statement
What you don't know about fees could hurt you
Annual fees on $50,000 invested in a diversified fund.
$890

Growth Funds

* This assumes a 6.57% annual return.
Okay, got it

$810

Balanced Funds

* This assumes a 5.33% annual return.
Okay, got it

$630

Conservative Funds

* This assumes a 4.18% annual return.
Okay, got it

$185

Our fee for diversified funds

Source: NZ Companies Disclose register. Fees are the average for multi sector funds managed by the 8 largest NZ fund managers
Our fee for all funds

* This assumes a 5.33% annual return.
Okay, got it

$185
Average competitor fee for Conservative funds

* Average growth funds fee of 1.26%
Okay, got it

$630
Average competitor fee for Balanced Funds

* Average growth funds fee of 1.62%
Okay, got it

$810
Average competitor fee for Growth Funds

* Average growth funds fee of 1.78%
Okay, got it

$890
Source: NZ Companies Disclose register. Fees are the average for multi sector funds managed by the 8 largest NZ fund managers
Low costs and no profit means the rest is yours

AVG FEE AVG FEE 1.78 % OUR FEE OUR FEE 0.37 %
OTHERS*

profit

shiny offices, advertising and commissions

what it costs

SIMPLICITY*

yours

communication

what it costs

* Source: New Zealand companies office website. Assumes a $50,000 investment in a diversified fund. "Others" is the average of the 8 largest managers offering diversified multi sector growth funds. Simplicity's fee for direct investors is $30 plus 0.31% p.a.


Big difference, yeah?
We agree!

We call it the Simplicity difference

Simple.

Find out your Simplicity difference.
I'm years old and investing $ for years in a fund

YOUR SIMPLICITY DIFFERENCE

Switch to Simplicity and you could have around 589,000.

Your Simplicity difference
could be 41,000
Re calculate


Calculated by comparing average fees charged by 8 multi sector providers growth funds vs our growth fund. Assumes growth rate of 6.67%. All calculations are Simplicity estimates. This example is for illustration purposes only, to show the compounding effect of reduced fees. Actual performance will differ, and no particular return can be promised or guaranteed. Investment in a growth fund may not be appropriate and investors should get financial advice. All figures sourced from the companies office website.

 

Yep. Big
difference.

On average the Simplicity difference could buy 18,500 coffees for you and friends, 21 flights to Paris, or 98 years of free power.

* Assumes $4.00 for a coffee, $3000 per flight to Paris and $660 annual power cost per person.

We're there for your kids




Because your kids deserve to have the best start in life, we waive all membership fees ( $30 p.a.) until they're 18. Our investment fee of 0.31% will still be charged.

If a parent signed up their child into a Simplicity Investment fund at birth, they would save $540 in fees by the time they turned 18.

We invest with a conscience

All Simplicity funds exclude investments in nuclear weapons, tobacco, cluster munitions and landmines.

We're excluding investments in fossil fuel extraction, other weapons, pornography, alcohol and gambling too.

We care about charity



We donate 15% of the management fee you pay to the Simplicity Charitable Trust.

The Trust chooses which charities receive the donations.

$0

Charitable donations so far

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