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.
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Pie has a range of investment funds to suit different risk and return profiles. You can chose multiple funds to diversify your investments, or invest in a single fund if you want something specific. The minimum investment amount is $25,000.
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.
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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.
We’d love to hear how we can help. Simply call or send an enquiry to speak with our team, or arrange a visit to our offices.
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To Invest with Pie Funds' investment funds, read the PDS and complete the online application form.
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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.