Objective

The Pie KiwiSaver Balanced Fund seeks to provide members with steady capital growth over a period exceeding five 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.

A balanced fund could be good for you if you enjoy steady growth, and will be withdrawing your money in a period exceeding five years.

This Fund has a risk rating of 4 out of 7 (medium risk).

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.

5.91%

Annualised since inception (before 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 before 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

Learn more


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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
Latest Quarterly Update