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Simplify Funds

12 funds on Funds Benchmark
Fund Manager

Simplify runs 12 funds available to UK investors on Funds Benchmark. The book is concentrated in Bond (6 funds), ARIS (3 funds), Equity (2 funds), with smaller allocations across 1 other asset class. The average ongoing charge (OCF) across the range is 0.70% — typical for actively-managed UK retail share classes. Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.

Funds
12
Total AUM
—
Avg 1Y Return
-7.0%
Avg OCF
0.70%
Asset Classes
4
All Simplify Funds
In Fund Finder ›
# Fund 1Y AUM OCF
1
Equity
US82889N7729
+24.9% — —
2
Equity
US82889N7646
+12.4% — —
3
ARIS
US82889N6994
+7.0% — —
4
Bond
US82889N3686
+2.4% — 0.75%
5
Bond
US82889N6408
+0.8% — —
6
ARIS
US82889N8636
-1.3% — 0.50%
7
Bond
US82889N5251
-3.6% — —
8
Bond
US82889N7232
-4.6% — —
9
Bond
US82889N8305
-7.5% — —
10
Bond
US82889N6572
-11.0% — —
11
ARIS
US82889N5335
-40.0% — —
12
Other
US82889N6739
-64.0% — 0.85%
Asset Class Mix
Bond
6
ARIS
3
Equity
2
Other
1
All Simplify Funds (12)

Compare Simplify funds side by side

See every Simplify fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Simplify funds

About Simplify

Where can I find Simplify fund prices and factsheets?

Every Simplify fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.

How many Simplify funds can I buy through a UK platform?

We list 12 Simplify funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.

What asset classes does Simplify cover?

Simplify's largest exposure is in Bond alongside 3 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.

How are Simplify funds rated against peers?

Open any Simplify fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.

What's the average fee on Simplify funds?

Across the Simplify retail share classes we cover, the average ongoing charge (OCF) is 0.70%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.

Where can I see Simplify's top-performing funds?

The table above lists every Simplify fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.