Simplicity NZ
Simplicity Balanced Fund
BalancedBalanced Sustainability Rated5yr Return
5.8%
3yr Return
12.5%
1yr Return
9.8%
3m Return
2.20%
Total Fee
0.24%
Fund Size
$813.0M
Asset Allocation
Asset allocation data not available
Historical Returns
3 Month
2.20%
1 Year
9.8%
3 Year
12.5%
annualised
5 Year
5.8%
annualised
10 Year
—%
Since Inception
—%
annualised
Fees
Management Fee—%
Total Annual Fee0.24%
Category Rankings
Ranked within Balanced funds
3 Month#2
1 Year#17
3 Year#7
5 Year#11
Risk Level
4/ 7
Medium
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