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.


Annualised since inception (before fees before tax)


Unit price as at


Returns as at 31 May 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


Mike Taylor

Founder and Chief Investment Officer (NZ)

Learn more


Travis Murdoch

Head of Fixed Income and Portfolio Manager (NZ)

Learn more

We're here to help

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.

  • We handle your information in accordance with our Privacy Policy.
    * Field must be completed


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