Objective

The Conservative Fund's objective is to preserve capital (with some growth) which outperforms the market index over a period exceeding three years. The Fund invests predominantly in fixed interest securities and some cash, with an allocation to equities (directly or through other products issued by Pie Funds).

The Conservative Fund seeks to preserve investors’ capital, with some capital growth.

The Fund is a diversified fund investing primarily in fixed interest securities and some cash, with an allocation to equities either directly or through products issued by Pie Funds Management Limited.

We intend to make quarterly income distributions from the Fund declared on or about each quarter end, or units can be reinvested as requested.

Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information, including details of the risks associated with this fund.

3.86%

Annualised since inception (after fees before tax)

$-.--

Unit price as at

Status:

Open
Returns as at 31 March 2024

Fund Performance

Cumulative return since inception

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.


Portfolio Team

staff-miketaylor.jpg

Mike Taylor

Founder and Chief Investment Officer (NZ Office)
BSS, NZX DIP

Learn more

Travis-Murdoch.jpg

Travis Murdoch

Head of Fixed Income and Portfolio Manager (NZ Office)
BCOM, LLB

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Resources

Click on the links below to view more information about this fund
Fact Sheet
Product Disclosure Statement
Statement of Policy and Objectives (SIPO)
Latest Quarterly Update