Fund Referral

Joining a fund, or switching to a new fund, is easy and really quick. You'll be linked to the sign-up page of your new fund provider. If you have an existing KiwiSaver fund, they'll let the fund know. It's free to switch (except for one provider which charges an exit fee). When you switch from this website, your new KiwiSaver Fund gives us a small contribution towards our costs (so please do that!)

You're being referred to:

Simplicity KiwiSaver Scheme

Simplicity Conservative Fund

The Conservative Fund provides investors with a limited exposure to growth assets, but most of its investments are in income assets.

Your details:

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital investment. Past returns are not a guide to future returns. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.