KIWISAVER SCHEME FUNDS

Conservative

2.98% 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.

Balanced

4.99% 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.

Growth

7.67% 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.

All figures are calculated before fees and before any individual applicable tax.

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Five principles
for growth

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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