Simplicity High Growth Fund
High Growth Fund is an aggressive KiwiSaver fund managed by Simplicity. It has 31,183 members and holds $1.5 billion. It opened in 2023.
Fees and returns
- Annual fee
- 0.25% of your balance each year
- Return over 1 year
- +11.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 71%, australasian equities 19%, unlisted property 7%.
Largest holdings
- Simplicity Living Ltd Ordinary Shares 7.33%
- NVIDIA Corp 4.73%
- Apple Inc 4.25%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +11.7% |
| 2024/25 | +6.5% |
About this fund
The Simplicity High Growth Fund is a passively managed, index-tracking aggressive fund invested mostly in growth assets — global and local shares plus unlisted property (Simplicity Living) — with very limited income exposure. It is highly diversified and ethically screened. Suggested for a minimum timeframe of ten years, it has operated since 2023 and carries an annual fund charge of 0.25%.