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Growth Fund

This fund is made up of over 3,000 assets, including shares in the likes of Fisher & Paykel, Apple, Microsoft and Spark. It is provided by our investment manager Simplicity NZ Limited. Through Sugar, you have the opportunity to invest in this fund.

Performance

1 year

-2.51%

2 years*

9.35%

3 years*

7.35%

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 and return periods may differ.

*Annualised return

See how Sugar can add up

Top 3 Companies in the fund

Risk

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

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

Learn more >