Simplicity Balanced Fund
Kiwisaver • Personal • Last updated 1 June 2026 •
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|
Sub Type
| Balanced |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $801,700,000 |
|
Total Cost Ratio
| 0.24% |
|
Growth Assets
| 59.00% |
|
Sustainability Rating
| 4 or 5 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -3.1% |
| 1 year | 8.9% |
| 3 years | 9.4% |
| 5 years | 5.1% |
| 10 years | N/A |
Simplicity Conservative Fund
Kiwisaver • Personal • Last updated 1 June 2026 •
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|
Sub Type
| Conservative |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $205,100,000 |
|
Total Cost Ratio
| 0.24% |
|
Growth Assets
| 20.00% |
|
Sustainability Rating
| 4 or 5 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -1.1% |
| 1 year | 4.9% |
| 3 years | 5.7% |
| 5 years | 2.1% |
| 10 years | N/A |
Simplicity Default
Kiwisaver • Personal • Last updated 1 June 2026 •
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|
Sub Type
| Balanced |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $673,300,000 |
|
Total Cost Ratio
| 0.24% |
|
Growth Assets
| 59.00% |
|
Sustainability Rating
| 4 or 5 globe |
|
Default Option
| Yes |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -3.4% |
| 1 year | 8.7% |
| 3 years | 9.4% |
| 5 years | N/A |
| 10 years | N/A |
Simplicity Defensive
Kiwisaver • Personal • Last updated 1 June 2026 •
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|
Sub Type
| Conservative |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $101,100,000 |
|
Total Cost Ratio
| 0.24% |
|
Growth Assets
| 3.00% |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | 0.7% |
| 1 year | 3.4% |
| 3 years | N/A |
| 5 years | N/A |
| 10 years | N/A |
Simplicity Growth Fund
Kiwisaver • Personal • Last updated 1 June 2026 •
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|
Sub Type
| Growth |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $2,754,800,000 |
|
Total Cost Ratio
| 0.24% |
|
Growth Assets
| 80.00% |
|
Sustainability Rating
| 4 or 5 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -3.8% |
| 1 year | 11.2% |
| 3 years | 11.8% |
| 5 years | 7.0% |
| 10 years | N/A |
Simplicity High Growth
Kiwisaver • Personal • Last updated 1 June 2026 •
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|
Sub Type
| Aggressive |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $1,522,600,000 |
|
Total Cost Ratio
| 0.24% |
|
Growth Assets
| 98.00% |
|
Sustainability Rating
| 4 or 5 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -4.8% |
| 1 year | 13.0% |
| 3 years | N/A |
| 5 years | N/A |
| 10 years | N/A |
First Home Loan
Home Loan • Personal • Last updated 29 August 2026 •
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|
Term
|
Rate
|
| Floating | 4.20% p.a. |
Conditions: Available to eligible Simplicity KiwiSaver members who are buying their first home. Eligible existing first-home owners can enter the monthly refinancing ballot.