Investing for us is personal. A lot of our Pie staff, directors and shareholders have their personal money invested alongside clients. Pie staff, directors and shareholders have over $100m of their personal money invested alongside clients (as at 29.02.24).
We’re committed to active fund management, providing above-average returns, and generating long-term wealth.
You're not just a number. We have an absolute commitment to providing excellent communication and service to our clients.
Our principles of investing
Pie KiwiSaver Scheme has a range of actively managed funds, led by our local and global investment team that aim to provide expert insights and above-average returns over the long-term.
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 corporates with $1 million or more to invest.
Pie has a range of investment funds to suit different risk and return profiles. You can choose multiple funds to diversify your investments, or invest in a single fund if you want something specific. The minimum investment amount is $25,000 per fund.
Returns as at 29 February 2024
Past performance is not a guarantee of future returns. * Figures are calculated after fees and before any individual applicable tax. ** Figures are calculated before fees and before any individual applicable tax.
Explore our fund options
If there is one thing that the last few years have taught us, a Global pandemic, wars and market volatility, it is the importance of following key principles for long-term KiwiSaver growth. These principles have been developed over years of active fund management experience.
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Balancing risks and returns has always been one of the main priorities for us at the Pie KiwiSaver Scheme. Especially when inflation rates are higher and markets are less predictable. However, with the long term approach and knowledge of investment fundamentals, there are still plenty of strong investment opportunities to be found.
The last twelve months have continued to be a volatile time, and markets certainly haven’t disappointed. At the Pie KiwiSaver Scheme, we believe conditions like these are a ‘hunter’s paradise’, with plenty of strong opportunities for long-term KiwiSaver growth to be found.
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To Invest with Pie Funds' investment funds, read the PDS and complete the online application form.
Product Disclosure Statements
We use five key principles to guide our investment choices, which we have refined over the past 16 years since Pie Funds launched in 2007.
We stick to these principles not only when markets are up, but when they’re down, too.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.
You have now been redirected to the Pie Funds site, your KiwiSaver Scheme Manager.
Please note that the JUNO KiwiSaver Scheme has undergone a name change and has a new site.