Simplicity
Simplicity
Funds Available for Investment:
c.$50 million available for PE Investment.
Minimum Investment:
$3 million
Maximum Investment:
$10 million+ (open to higher)
Number of Investment Executives:
2 in the Private Equity Team
Number of Investment as Lead Investor:
3
Contacts:
Matthew Houtman
matthew.houtman@simplicity.kiwi
Tom Miller
Auckland Address:
Takapuna, Auckland
Website:
https://www.simplicity.kiwi
Firmwide FUM of $5.24 billion (at 31 July 2023)
Total Funds Managed4
Number of Investments made in last 24 monthsc.$50 million of deployed investment. 5 investments
Current Portfolio Size100% NZ headquartered
% Portfolio Size in NZ
Industry Prefrences
Open to any industry except standard exclusions per Simplicity's Responsible Investment Policy
Additional Help
Require passive and minority shareholding only. We take no Board seat. We can take very long term positions in line with our KiwiSaver fund time horizon. Preference for companies with revenue of at least $10 million.