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I switcedd to Simplicity from Kiwi Wealth a couple of years ago and happy. Can't say I've looked in detail at their managed funds. justakiwi, based on thee fact that you want exposure to shares, including overseas, have you looked at just buying something like a Smartshares ETF such as the USF which is the top 500 companies on the NYSE/Nasdaq ? You can't get a better diversification than that and the fees are very fair. Minimum regular contribution of $50. I'm not suggesting it is better than what you're thinking about, just that it may be worth investigating for comparison.
Discl: I contribute a small monthly amount to a few ETFs run by Smartsharess and am happy with it
Last edited by iceman; 14-01-2021 at 11:14 AM.
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Guessing you meant USF?
 Originally Posted by iceman
I switcedd to Simplicity from Kiwi Wealth a couple of years ago and happy. Can't say I've looked in detail at their managed funds. justakiwi, based on thee fact that you want exposure to shares, including overseas, have you looked at just buying something like a Smartshares ETF such as the USX which is the top 500 companies on the NYSE/Nasdaq ? You can't get a better diversification than that and the fees are very fair. Minimum regular contribution of $50. I'm not suggesting it is better than what you're thinking about, just that it may be worth investigating for comparison.
Discl: I contribute a small monthly amount to a few ETFs run by Smartsharess and am happy with it
Last edited by justakiwi; 13-01-2021 at 12:08 PM.
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Originally Posted by justakiwi
Guessing you meant USF?
Yes my bad. Fixed
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No worries. I already hold USF, although only a very small holding.
As I posted above, I am now seriously considering putting it into FPH and/or adding to my OCA holding. While I obviously wouldn’t want to lose that money, if things went belly up, it wouldn’t be the end of the world. If I do decide to go ahead, I’ll just keep saving into that savings account, and build it back up again.
Any advice/comments gratefully received 
Originally Posted by iceman
Yes my bad. Fixed
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Originally Posted by justakiwi
No worries. I already hold USF, although only a very small holding.
As I posted above, I am now seriously considering putting it into FPH and/or adding to my OCA holding. While I obviously wouldn’t want to lose that money, if things went belly up, it wouldn’t be the end of the world. If I do decide to go ahead, I’ll just keep saving into that savings account, and build it back up again.
Any advice/comments gratefully received
Haha. They are both great companies (I hold both) and lots of good discussion on the relevant threads. I couldn't possibly comment on which is a better investment as I'm too biased in favour of FPH at the moment, despite headwinds with the currency
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