KiwiSaver has been around since 2007, but Simplicity shook things up in 2016, when they launched new KiwiSaver funds with dramatically lower fees than most other funds out there. Copyright Simplicity 2020. share. This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. 2.01%. 100% online. The returns you receive are dependent on the investment decisions of Simplicity, and of our investment managers, and the performance of the investments. The funds include a proportion of investments in cash and bonds, so they’re not 100% in shares. And 100% online means no costly branches or commissions. The NZ Bonds Fund is designed to provide a return (after tax, fees and other expenses) ... managed investment products managed by third parties or directly held financial products (such as shares). Since you asked for a Pie fund, the US 500 is my favourite. We support customers with products and solutions that are essential for the successful operation of their businesses. View. 15 . The document will help you to compare the fund with other funds. Why New Zealand shares. 0 comments. Log in or sign up to leave a comment log in sign up. The Conservative Fund provides investors with a limited exposure to growth assets, with most of its investments in income earning investments like fixed interest. 100% Upvoted. NZ Share Fund Fund update FThis update was first made publicly available on und 25 October 2019 update Quarter ending 30 September 2019 What is the purpose of this update? The document will help you to compare the fund with other funds. Simplicity’s investment funds have the same fees as KiwiSaver funds and the same diversified investments. Shares) and income earning investments. This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. NZ Bonds Fund . Home loans. KiwiSaver funds are actually a form of managed fund, so they share their features and advantages. Simplicity invests in the top 300 companies on the Aussie market. Some of these costs are not fixed, so the fund charges set out above include an estimate of these costs. This works out to be $1 per year for every $1,000 invested. Other. Simplicity Investment Funds Our investment funds have the same diversified investments as our KiwiSaver funds. This will rule this fund out of the comparison as I don’t consider that as a low enough cost to be competitive. Each of the funds is made up of over 3000 different interments in 23 countries. 0 comments. The fund charges include the fees and costs charged by the supervisor and custodians (together with the fees and costs charged by any other funds we invest in). This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. The NZ Shares Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand share market. The Growth Fund provides investors with a limited exposure to income assets, with most of its investments are in growth assets (eg. With the NZ Share and NZ Bond funds, you'll pay 0.10% p.a. 32 'Attitude, not regulation, will do the trick' [Updated] 20th Jul 17, 4:42pm. … This means that if the NZ Dollar rises against any overseas currency, the value of the overseas investment is not diminished due to the hedging and therefore eliminating exchange rate movement as an investment risk. 81% Upvoted. We’ll do the rest. This information is not audited and may be updated. report. This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. And you can see every transaction and how your funds are performing every day too. NZ Shares Index Fund: Australasian Equities: 0.33%: Download: AMP Capital NZ Short Duration Fund: New Zealand Fixed Interest: 0.57%: Download: Antipodes Global Fund – Long (PIE) International Equities: 1.25%: Download: ANZ Investments OneAnswer Australian Share Fund: Australasian Equities: 1.21%: Download: ANZ Investments OneAnswer Balanced Growth Fund : Diversified: 1.28%: … This fund is the most aggressive that Simplicity has for KiwiSaver customers. Fund Overview. Its new NZ Share Index Fund invests in the NZX50 index of the largest companies on the New Zealand sharemarket, while the NZ Bond Index Fund tracks an index of over 30 NZ "investment grade" bonds. At $5,000 i'd go for neither, as the fee equates to 0.91% growth fund or 0.7% for the NZ fund. This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. Simplicity now offers NZ’s lowest cost first home loans. hide. Just click and ask %). by Jenée Tibshraeny. If I apply to completely withdraw all my money from my Simplicity Growth Fund ($20k) today and the market plummets -10% while they are processing my request, will I only receive $18k? The fund has over 3,000 investments in 23 countries. Our investment funds are just like our KiwiSaver funds. Simplicity has five different fund options (Conservative, Balanced, Growth, NZ Share, NZ Bond). Jan 1, 2017 - Camper Van Conversion Tips and Ideas for Furniture and Storage. by Jenée Tibshraeny. You can see everything you’re invested in, every day. Latest Quarterly Fund Updates. The NZ Share and Bond funds charge $20 membership and $1 for every $1,000 invested. The investment manager for the fund is Nikko Asset Management New Zealand Limited. The management fees are the lowest in New Zealand at 0.31% for managed fund. This information is not audited and may be updated. Simplicity NZ … Passively managed funds simply invest in a market index (e.g. The closest fund on InvestNow is the Smartshares Australian Top 20 ETF, which makes up around 50% of the Aussie sharemarket, but still misses out on a big chunk of the market. The document will help you to compare the fund with other funds. Fund Charges: 0.49% per annum of fund's net value. Simplicity KiwiSaver Scheme Switch in two minutes to NZ’s fastest growing KiwiSaver plan. Click here to view all previous fund updates. The NZ Share Fund invests in securities listed in the New Zealand stock exchange ( NZX ), designed to be the New Zealand share component of a diversified investment portfolio. However, the minimum investment is high at $1,000, and their funds aren’t available on InvestNow or Sharesies, making Simplicity a much less accessible investment option. Sign up in minutes. Objective. Each fund is made up of international shares, international fixed interest, NZ shares, NZ fixed interest, Australian shares and cash. The Simplicity investor fund fees are the lowest in the managed funds market. Simplicity NZ Limited is the issuer of the Simplicity KiwiSaver Scheme and the Simplicity Investment Funds. Simplicity offers four index-based funds, with fees fixed at $30/year + 0.10% (NZ Bond Fund, NZ Share Fund) or 0.31% (Conservative Fund, Balanced Fund, Growth Fund) of the funds invested. Description of this fund. Latest Quarterly Fund Updates. All diversified funds and NZ Share and Bond funds have an annual fee of $20 for up to five investment funds. The new minimum investment amount is $1,000. Home loans. Through our online investor portal, we offer direct access to over 140 managed funds from a range of expert fund managers.We have both passive and active investment options across a wide range of asset classes – something to suit everyone. Sam Stubbs: Simplicity NZ founder. NZ Bonds Fund . The NZ Bonds Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand bond market. For children under 18 membership is free. 17.62%* The fund pays distributions. They also include our regulatory and compliance costs. Simplicity NZ Limited is the issuer of the Simplicity KiwiSaver Scheme and the Simplicity Investment Funds. Careers. And we exclude companies that violate United Nations protocols on labour rights, human rights, environmental and anti-corruption standards too. Including its non-KiwiSaver funds, Simplicity has more than 28,000 members. For children under 18 membership is free. Stubbs said Simplicity was talking to Vanguard about the prospect of launching NZ-registered funds that would eliminate any ‘tax leakage’ from the Australian vehicles. The return from the Fund is likely to be lower over the longer term (10 years or more) than the Growth Fund, but more than the Conservative fund. The value of your investment is likely to fluctuate more than the Conservative Fund, but less than the growth fund over the short and long term. hide. The NZ Bond Fund invests in New Zealand Government bonds and investment grade, liquid bonds issued in New Zealand dollars, designed to be the New Zealand bond component of a diversified investment portfolio. The NZ Shares Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand share market. NZ Share Fund Fund update FThis update was first made publicly available on und 30 April 2019 update Quarter ending 31 March 2019 What is the purpose of this update? NZ Share Fund Fund update FThis update was first made publicly available on und XX XXXXXX 2019 update Quarter ending 31 December 2018 What is the purpose of this update? 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