Simplicity

Simplicity High Growth

aggressiveAggressive Sustainability Rated

5yr Return

—%

3yr Return

—%

1yr Return

14.0%

3m Return

3.40%

Total Fee

0.25%

Fund Size

$1.5B

Asset Allocation

equities
91.26%
unlisted_property
5.41%
cash
3.33%

Top Holdings

The fund's largest investments

Simplicity Living Ltd Ordinary Shares

5.41%

NVIDIA Corp

4.93%

Microsoft Corporation

4.34%

Apple Inc

4.19%

Fisher & Paykel Healthcare Ltd

2.99%

Amazon.Com Inc

2.37%

Auckland International Airport Ltd

1.76%

Infratil Ltd

1.75%

Broadcom Inc

1.71%

Alphabet Inc Class A

1.59%

Historical Returns

3 Month

3.40%

1 Year

14.0%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee0.25%
Other Charges0.00%
Performance Fee0.00%
Total Annual Fee0.25%

Category Rankings

Ranked within Aggressive funds

3 Month#4
1 Year#9

Risk Level

1/ 7

Very Low

Fund Managers

Sam Stubbs

Rob Everett

Andrew Lance

Matthew Houtman

Shamubeel Eaqub

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