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Simplicity
Investment Funds

 

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



Fund management fees in New Zealand are amongst the highest in the world and could rob you of thousands.

We're here to change that. Because we're non-profit and 100% online, we have the lowest fees by far.

The dawn of a new era.

Things have changed

Regulations now allow online investing. No need for costly branches and commissions.
Technology allows a smarter, more transparent service.
Our nonprofit model is already very successful with KiwiSaver.
Paying too much?
Annual fees on $50,000 invested.
$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

Fee for all our funds

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

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

$185
Average for Conservative funds

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

$630
Average for Balanced Funds

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

$810
Average 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

We believe what's yours should stay yours

Have a look.



So we strip out the costs others charge, and give all profits back to you.


Simple.

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. "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 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.

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