Fund manager
SIMPLICITY NZ LIMITED
SIMPLICITY NZ LIMITED manages 6 KiwiSaver scheme funds across 1 scheme, with combined assets of $6.06B.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP465606 · verify on FSPR ↗
- NZBN
- 9429041767092 · verify on NZBN ↗
- Average annual fee across managed funds
- 0.25%
Simplicity — 6 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| Defensive Fund | Defensive | 0.25% | — | $101M |
| High Growth Fund | Aggressive | 0.25% | — | $1523M |
| Default Fund | Balanced | 0.25% | — | $673M |
| Conservative Fund | Conservative | 0.25% | 1.80% | $205M |
| Balanced Fund | Balanced | 0.25% | 4.35% | $802M |
| Growth Fund | Growth | 0.25% | 6.01% | $2755M |
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.
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