Simplicity offers four different funds, Conservative, Balanced, Growth, and Guaranteed Income fund. This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. Nonprofit Simplicity is NZ’s fastest growing KiwiSaver plan. Why New Zealand shares. This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. The document will help you to compare the fund with other funds. KiwiSaver funds are actually a form of managed fund, so they share their features and advantages. 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. hide. This fund is the most aggressive that Simplicity has for KiwiSaver customers. The management fees are the lowest in New Zealand at 0.31% for managed fund. 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? Fund Facts. Easy access to key people and information — Investing in our own backyard allows us to know our companies well, understand the economic and political environment in which they operate, and structure our portfolios to capitalise on the best growth opportunities available in NZ. Log in or sign up to leave a comment log in sign up. Latest Quarterly Fund Updates. What's the purpose of simplicity's NZ Share fund? by Jenée Tibshraeny. No investments in fossil fuel extraction and supply, tobacco, weapons, landmines, alcohol, nuclear energy, adult entertainment and gambling. save hide report. The NZ Share and Bond funds charge $20 membership and $1 for every $1,000 invested. The fund has over 3,000 investments in 23 countries. Our model based strategy consists of a multitude of different models continually scanning all the major global markets. This document tells you how the Simplicity NZ Share Fund (NZ Share Fund) has performed and what fees were charged. Simplicity NZ … Simplicity has launched two investment funds that rival the New Zealand stock exchange’s popular Smartshares Exchange Traded Funds (ETFs). Simplicity NZ Limited is the issuer of the Simplicity KiwiSaver Scheme and the Simplicity Investment Funds. Many fund managers charge annual fees amounting to 1%, 1.5% or even 2%+ of your investment. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. The Superlife management fees of 0.49% … The fees are the same as KiwiSaver too, a $20 annual membership fee, and $3.10 for every $1,000 invested. Each of the funds is made up of over 3000 different interments in 23 countries. Simplicity NZ Limited prepared this update in accordance with the Financial Markets Conduct Act 2013. Log in or sign up to leave a comment log in sign up. The document will help you to compare the fund with other funds. This information is not audited and may be updated. The Balanced Fund provides investors with an exposure to a mix of growth and income assets. Each fund is made up of international shares, international fixed interest, NZ shares, NZ fixed interest, Australian shares and cash. Just click and ask %). More about Electrocomponents Who we are. 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. by Jenée Tibshraeny. Simplicity Investment Funds Our investment funds have the same diversified investments as our KiwiSaver funds. The document will help you to compare the fund with other funds. The funds include a proportion of investments in cash and bonds, so they’re not 100% in shares. We are a global omni-channel solutions partner for industrial customers and suppliers. Simplicity now offers NZ’s lowest cost first home loans. Other. 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? This works out to be $1 per year for every $1,000 invested. Simplicity Investment Funds Balanced Investment Fund Fund update This update was first made publicly available on 25 July 2019Fund update Quarter ending 30 June 2019. So they are well diversified. Quarterly. SIMPLICITY NZ SHARE INDEX FUND ESTABLISHMENT DEED SIMPLICITY NZ LIMITED PUBLIC TRUST RST / 1019152 DI-A Piper New Zealand Chartered Accountants House 50-64 Customhouse Quay PO Box 2791 Wellington 6140 New Zealand DX SP20002 WGTN T +64 4 472 6289 F +64 4 472 7429 W www.dlapiper.com DI-A Piper New Zealand is a partnership governed by New Simplicity NZ Limited prepared this update in accordance with the Financial Markets Conduct Act 2013. We offer an exciting and challenging environment where … 32 'Attitude, not regulation, will do the trick' [Updated] 20th Jul 17, 4:42pm. Description of this fund. A form of managed fund incorporated in New Zealand at 0.31 % for fund. - only contains up to leave a comment log in sign up for this when they could just in. Yellow, are changes that have been made since March 2020 Share fund ) has performed and what were! S funds or ETFs investor fund fees are the same low fees, but with full access to your and! 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