Which option is right for you?

We have a range of KiwiSaver and investment funds to suit different risk and return profiles.
You can diversify and choose multiple funds or invest in a single fund if you want something specific. The minimum investment amount is $25,000 per fund (excluding KiwiSaver), or our authorised financial advisers will help with investment amounts over $1 million to decide what’s appropriate for your goals and circumstances.

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.

 


AUSTRALASIAN GROWTH

Growth *

12.91% Annualised return since inception

The Growth Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller companies.

Inception date: Dec 2007
Status: Open

Emerging *

18.40% Annualised return since inception

The Emerging Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian emerging companies.

Inception date: Apr 2013
Status: Closed

Growth 2 *

10.89% Annualised return since inception

The Growth 2 Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller and medium companies.

Inception date: Aug 2015
Status: Open

Dividend Growth *

16.17% Annualised return since inception

The Dividend Growth Fund's objective is to generate income and capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller and medium companies that pay dividends or will produce cash-flow available for future distributions.

Inception date: Sep 2011
Status: Open
Current Distribution: Six-monthly


GLOBAL GROWTH

Global Growth *

9.14% Annualised return since inception

The Global Growth Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed international smaller companies, international managed funds and other products issued by Pie Funds.

Inception date: Sep 2013
Status: Open

Global Growth 2 *

4.81% Annualised return since inception

The Global Growth 2 Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed international large companies.

Inception date: May 2018
Status: Open

Growth UK & Europe *

8.07% Annualised return since inception

The Growth UK & Europe Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed UK & European smaller companies.

Inception date: Nov 2016
Status: Open


DIVERSIFIED and Fixed Income

Conservative *

3.71% Annualised return since inception

The Conservative Fund's objective is to preserve capital (with some growth) which outperforms the market index over a period exceeding 3 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).

Inception date: Apr 2015
Status: Open
Current Distribution: Quarterly

Fixed Income *

1.22% Return since inception

The Fixed Income Fund's objective is to preserve capital (with some growth) which outperforms the market index over a period exceeding 3 years. The Fund invests predominantly in New Zealand and international fixed interest securities.

Inception date: Dec 2023
Status: Open

Property & Infrastructure *

3.48% Return since inception

The Property & Infrastructure Fund's objective is to generate capital growth over a period exceeding 7 years. The Fund invests predominantly in listed property and infrastructure securities, directly and/or through externally managed funds.

Inception date: Dec 2023
Status: Open

Chairman’s *

9.79% Annualised return since inception

The Chairman's Fund's objective is to generate capital growth over a period exceeding 5 years. The Fund seeks to provide investors with long-term capital growth by accessing the higher potential growth of predominantly smaller companies. It does this by investing predominantly in the other Pie Funds products.
Minimum investment $500,000.

Inception date: Sep 2014
Status: Open


KIWISAVER

Conservative **

3.09% Annualised return since inception

The Pie KiwiSaver Conservative Fund seeks to preserve members’ capital with modest capital growth over a period exceeding 3 years. The Fund invests primarily in fixed interest and cash, with an allocation to equities, directly and/or through investment in the Pie KiwiSaver Balanced fund and/or through other funds also managed by Pie Funds.

Inception date: Aug 2018

Balanced **

5.54% Annualised return since inception

The Pie KiwiSaver Balanced Fund seeks to provide members with steady capital growth over a period exceeding 5 years. The Fund invests in equities with a reasonable allocation towards fixed interest, directly and/or through investment in the Pie KiwiSaver Growth Fund and/or through other funds also managed by Pie Funds.

Inception date: Aug 2018

Growth **

8.38% Annualised return since inception

The Pie KiwiSaver Growth Fund seeks to maximise capital growth for members over a period exceeding 7 years. The Fund invests primarily in International and Australasian equities with a focus on globally-known brands, along with a cash and fixed interest exposure, directly and/or through investment in other funds also managed by Pie Funds.

Inception date: Aug 2018

Performance Overview

Returns as at 29 February 2024

Fund   1 month 3 months 6 months 1 year 3 years (p.a) 5 years (p.a) 7 years (p.a) 10 years (p.a) Since inception (p.a) Total since inception Status Download Fact Sheet
Australasian Growth*
Global Growth*
Diversified and Fixed Income*
KiwiSaver**
Growth 2.22% 6.91% 4.98% 24.83% -2.49% 6.57% 6.97% 8.40% 12.91% 617.91% Open
Emerging 3.10% 10.63% 7.55% 18.97% 3.58% 13.10% 12.03% 14.35% 18.40% 530.90% Closed
Growth 2 3.98% 10.86% 8.00% 10.17% -7.54% 8.61% 9.55% - 10.89% 142.08% Open
Dividend Growth 5.94% 15.10% 12.62% 19.45% 11.34% 14.19% 13.99% 13.69% 16.17% 546.32% Open
Global Growth 1.55% 7.92% 2.05% 2.91% 3.65% 10.00% 9.80% 9.08% 9.14% 150.31% Open
Global Growth 2 4.33% 8.65% 8.51% 14.54% 4.42% 7.35% - - 4.81% 31.53% Open
Growth UK & Europe -0.26% 8.72% 7.33% 4.59% 0.55% 8.08% 7.69% - 8.07% 76.62% Open
Conservative -0.25% 2.32% 3.32% 6.60% 2.17% 3.06% 3.49% - 3.71% 38.21% Open
Fixed Income -1.12% - - - - - - - - 1.22% Open
Property & Infrastructure 1.41% - - - - - - - - 3.48% Open
Chairman’s 2.92% 9.92% 7.17% 11.32% 2.34% 9.93% 9.71% - 9.79% 142.60% Open
Conservative 0.86% 3.95% 4.89% 8.72% 0.67% 3.31% - - 3.09% 18.30%
Balanced 3.28% 7.85% 8.16% 14.08% 0.28% 6.21% - - 5.54% 34.61%
Growth 4.30% 9.50% 9.24% 16.29% -0.68% 9.32% - - 8.38% 55.86%

Past performance is not a guarantee of future returns.
* Figures are calculated after fees and before any individual tax.
**Figures are calculated before fees and before any individual applicable tax.

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Fund Unit Price ($) Date
Australasian Growth*
Global Growth*
Diversified and Fixed Income*
KiwiSaver**
Created with Highcharts 7.2.1Chart context menuHighcharts data from Google Spreadsheets20182019300 %350 %400 %450 %500 %550 %Highcharts.com

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