Balanced Fund

This fund is made up of over 3,000 assets, including shares (eg Fisher & Paykel) and bonds (eg New Zealand government bonds). It is provided by our investment manager Simplicity NZ Limited. Through Sugar, you have the opportunity to invest in this fund.


1 year


2 years*


3 years*


The returns shown are to 30 April 2022 and are before tax but after a 0.31% annual fund management fee charged by Simplicity.

Please note that past performance is not a reliable indicator of future performance.

*annualised returns

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Top 3 holdings in the fund


The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility).

A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.

Socially Responsible Investing

Invest with responsibility

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Sugar gives you the opportunity to invest in a product that seeks high returns, minimises fees & aims to be socially responsible.