Simplicity NZ Ltd

Key Managers
Andrew Lance
Ownership
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Our Coverage

simplicity beefs up allocation to unlisted nz assets

Upstart non-profit fund manager Simplicity has increased its asset allocations to unlisted New Zealand investments across all its existing diversified KiwiSaver and investment funds. "We are big belie

Thu, Jan 01 1970

stubbs simplicity punts 100m to shake up rental market

A burning desire to improve housing options for renters and utter disillusionment with conditions for construction sector sub-contractors has given birth to an initiative that promises to shake up bot

Thu, Jan 01 1970

simplicity gets into positive cash flow after rapid rise reaps 400m under management

By Paul McBeth Aug. 6 (BusinessDesk) - Upstart fund manager Simplicity NZ has shifted into positive cash flow territory after a whirlwind two years where it's now managing more than $400 million of as

Thu, Jan 01 1970

simplicity late to file accounts due to auditor shortage

KiwiSaver provider Simplicity is late to file its audited financial statements, for a second time, and is relying on an extension from the Financial Markets Authority to meet statutory requirements. T

Thu, Jan 01 1970

five kiwisaver default providers out simplicity and smartshares in

The government has slashed the number of KiwiSaver default providers from nine to six with five of the existing providers being removed from Dec 1. The two new providers are Simplicity and NZX's Smart

Thu, Jan 01 1970

low fee simplicity runs foul of fma with misleading ad campaign

The Financial Markets Authority ordered Simplicity to remove an advertising campaign that claimed its KiwiSaver clients would retire with up to 20% more than the average from its competitors, the mark

Thu, Jan 01 1970

tindalls k1w1 lends 15m to simplicity to repay stubbs debt fund growth

By Paul McBeth April 8 (BusinessDesk) - Warehouse founder Steven Tindall's K1W1 investment vehicle is lending $1.5 million to fund manager Simplicity NZ, to repay money owed to founder Sam Stubbs an

Thu, Jan 01 1970

transport investments ltd to list via bethunes backdoor

By Paul McBeth Oct. 27 (BusinessDesk) - New Plymouth-based freight and logistics group Transport Investments Ltd plans to join the NZX through a backdoor listing via Bethunes Investment in a deal valu

Thu, Jan 01 1970

ethical investing on human rights grounds too hard simplicity

By Victoria Young July 29 (BusinessDesk) - Simplicity founder Sam Stubbs says New Zealand managers only have so much control over international investments and that it's "too hard" to make exclusions

Thu, Jan 01 1970

simplicity founder appalled by community trusts 130m destruction

New Zealand’s eleven community trusts have missed out on almost $130 million of potential gains due to poor investment strategies, a research paper by a University of Otago professor claims. Simplic

Thu, Jan 01 1970

2 cheap cars group ltd

2 Cheap Cars Group Limited Ordinary Shares

Thu, Jan 01 1970

simplicity opens 225 floating mortgage offer to new kiwisavers

KiwiSaver manager Simplicity is extending its floating rate mortgage offer to new members and is offering what it says is the lowest floating rate in the country at 2.25%. While Simplicity referenced.

Thu, Jan 01 1970

analysts raise nzx ltd target price after guidance lift

Forsyth Barr and Jarden analysts have raised their target prices for exchange operator NZX following a 10% guidance lift.  NZX Ltd said Monday it expects full-year 2024 operating earnings before inte

Thu, Jan 01 1970

no sympathy for simplicity

The iced schadenfreude flowed generously across the New Zealand funds management community last week to celebrate a historic regulatory moment. By slapping mostly passive KiwiSaver provider, Simplicit

Thu, Jan 01 1970

manawa energy ltd ords

Manawa Energy Limited Ordinary Shares Company Details Registered Office: 108 Durham Street, Tauranga 3110 Postal Address: 108 Durham Street, Tauranga 3110 Telephone: +64-27-582-6600 Facsimile: n/a Web

Thu, Jan 01 1970

halo food co ltd

Thu, Jan 01 1970

simplicity kiwisaver scheme reinvests in venture capital fund

The shift in KiwiSaver schemes towards local high-growth startups continues to grow, with the Simplicity KiwiSaver scheme announcing $10 million of investment into the Icehouse Ventures’ Growth Fund

Thu, Jan 01 1970

simplicity seeks tax efficiency in vanguard separation

Upstart non-profit fund manager Simplicity New Zealand is ending its dalliance with exchange-traded fund provider Vanguard as it seeks to keep a lid on members’ tax bills for its international inves

Thu, Jan 01 1970

simplicity cuts membership fees to zero

Nonprofit Kiwisaver provider Simplicity intends to cut all membership fees from $20 to $0 per annum. According to a statement, this change will take effect immediately. Simplicity said it has reduced.

Thu, Jan 01 1970

marlin ltd warrants

Marlin Global Limited 20/05/2022 $1.28 Warrants

Thu, Jan 01 1970

greenfern industries ltd

Greenfern Industries Limited Ordinary Shares Company Details Registered Office: 127 Normanby Road, Normanby 4671 Postal Address: 127 Normanby Road, Normanby 4671 Telephone: +64-27-420-2476 Facsimile

Thu, Jan 01 1970

the simplicity of vanguard retreats

US index fund behemoth, Vanguard, is due to lose its largest New Zealand client next month as passive-leaning KiwiSaver provider, Simplicity, uses a German replacement to plug a long-standing tax leak

Thu, Jan 01 1970

simplicity goes large with homebuilding fund

Nonprofit fund manager Simplicity is setting up a dedicated housing fund with the ambitious goal of building and funding 25,000 homes over the next 10-15 years. To do this, managing director Sam Stubb

Thu, Jan 01 1970

shamubeel eaqub joins simplicity to lobby government on kiwisaver

Economist Shamubeel Eaqub has joined forces with Sam Stubbs at Simplicity to get more New Zealanders to invest more money in KiwiSaver.   Eaqub joined the “nonprofit” KiwiSaver scheme and investm

Thu, Jan 01 1970

the missing silver lake link and all blacks ltd

New Zealand Rugby is poised for its biggest structural change in 25 years of professionalism with the bulk of its income and expenses carved out into a subsidiary if the controversial Silver Lake deal

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:07am 22 December 2024 (NZT)
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