Balanced Fund

This fund (the Simplicity Balanced Investment Fund) is made up of over 3,000 assets, including shares (eg Fisher & Paykel shares) and bonds (eg New Zealand government bonds). Sugar provides you access to invest in this fund, which is managed by Simplicity NZ Limited.


1 year


3 years*


5 years*


The returns shown are to 31 October 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 return

See how Sugar can add up

Top* 3 holdings in the fund

*Top in this context means the largest company holdings as a proportion of the Fund’s value. These are subject to change.


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 risk indicator is based on returns data for the last five years (actual returns from 31 March 2017, market returns previously). This risk indicator is not a guarantee of the Fund’s future performance.

Socially Responsible Investing

Invest with responsibility

Learn more >

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