Our Investment Services

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Whether you’re saving for your first home or your retirement nest-egg, the Pie KiwiSaver Scheme offers a range of actively managed funds to suit every investor.

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Pie offers a range of actively managed Australasian, Global and Diversified investment funds to suit different risk and return profiles.

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Pie Wealth is a personalised advice service, tailoring an investment portfolio to your lifestyle and requirements. This service is best suited to individuals, family trusts and entities with $1 million or more to invest.

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Investment Pillars

Every decision we make is underpinned by our five investment pillars.

We believe there’s nothing quite like the motivation of having skin in the game.
That’s why we invest alongside you, with conviction. Over $100m^ of the money we manage comes from our staff, directors, or shareholders.
We look for the same commitment from the founders and managers of the companies we invest in.
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When it comes to investing, you can’t always believe the hype.
And you shouldn’t always follow the herd. That’s why we make decisions based on in-depth research and analysis, not short-term hype.
Always looking for the fundamentals of good businesses, with long-term viability and growth potential.
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The path to profitability is much simpler when you’re riding the prevailing winds – not fighting against them.
But in an age of disruption, winds of investing can shift quickly. So picking them is important.
That’s why we are constantly assessing short and long- term trends to spot clear tailwinds.
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(Not just the numbers)
When driving returns, it matters who’s driving.
The skill, experience, passion, and ability of business leaders really can make all the difference.
That’s why we don’t just get to know the numbers – we get to know the people behind the businesses we invest in too.
Ensuring the senior leaders have the commitment and the capability to drive success (not just charisma).
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Markets go up and down. All we can do is be prepared – and act accordingly.
That’s why we always keep something aside for a rainy day.
Holding cash in our funds and a seasoned approach to increasing it (as far as 100%) to preserve investor capital. Then deploying cash quickly once markets begin to recover.
Ready to act when we see a threat or opportunity.
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Performance

Performance

Our global team of investment specialists are committed to active fund management, providing above-average returns, and generating long-term wealth. 
 
See our fund summaries and long-term performance summary below. 

Our KiwiSaver Scheme Funds
Our Investment Funds
Performance Summary


Investor Updates