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Simplicity

last updated on 2023-04-06 13:14:30

Simplicity

Simplicity is a nonprofit, 100% online investment manager that only charges members what it costs, nothing more. 

Your investments could make you a lot more. 

All our funds exclude tobacco, landmines, cluster bombs and nuclear weapons. 

We donate 15% of the management fees you pay to charity. 

Fund performance 5 year

7.8%

Fund type

Growth

NZ invested Assets

36.75%

Estimated annual fees

0.31%

Fund performance 5 year

5.8%

Fund type

Balanced

NZ invested Assets

37.4%

Estimated annual fees

0.31%

Fund performance 5 year

2.49%

Fund type

Conservative

NZ invested Assets

44.47%

Estimated annual fees

0.31%

Fund performance 5 year

-

Fund type

Balanced

NZ invested Assets

-

Estimated annual fees

0.3%

Fund performance 5 year

-

Fund type

Conservative

NZ invested Assets

-

Estimated annual fees

0.29%

Fund performance 5 year

-

Fund type

Aggressive

NZ invested Assets

-

Estimated annual fees

0.29%

Fund performance 5 year

-

Fund type

Balanced

NZ invested Assets

37.47%

Estimated annual fees

1.59%


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