SIMPLICITY KIWISAVER SCHEME
SIPO change history
Each Statement of Investment Policy and Objectives (SIPO) issued for the SIMPLICITY KIWISAVER SCHEME is archived here. SIPO changes describe the scheme's investment strategy — asset-allocation ranges, hedging policy, derivatives use, ESG framework, external managers — so all funds in the scheme share this history.
Per-SIPO readings
| SIPO as at | Investment objective | Asset allocation ranges | Currency hedging policy | ESG / responsible investment policy | External investment manager | Derivatives policy | Performance fee structure |
|---|---|---|---|---|---|---|---|
| 1 May 2026 | Investment Objective ................................................................................................… | {"cash":"4-10%"} | — | {"mentions":12,"verbatim":"ments our external investment manager applies custom broad-based market indices that are s… | external investment managers (see the ‘Investment Policies’ section for more details on externally managed portfolios… | — | — |
Diff appears next SIPO
We have one SIPO on file. The first comparison appears once the next SIPO is ingested — typically when the issuer publishes a revised SIPO (cadence varies; usually annual or on material change).
Data sources
- FMA Disclose register — Statements of Investment Policy and Objectives
- Provider websites — issuer-published SIPO PDFs
SIPO field extraction uses FMA-mandated section anchors. Long fields (objective, ESG verbatim, derivatives policy) are truncated in the table — verify against the source PDF for the full text. General information only — not financial advice.
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.