Investment Objective & Strategy

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 the medium term.

Investment Timeframe

5+ years

Fact Sheet
Download PDF

Target Investment Mix

ks-balanced.svg

1 Year Return

As at 30 November 2024

19.2%


Since Inception

As at 30 November 2024

6.6% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 4 out of 7 risk rating.

Potentially
Lower Returns
Potentially
Higher Returns
1
2
3
4
5
6
7
Low Risk High Risk
Returns as at 30 November 2024

Fund Performance

Cumulative return since inception

Balanced

Past performance is not a guarantee of future returns. All figures are calculated before fees and before any applicable tax.

Portfolio Team

mike-taylor.jpg

Mike Taylor

Founder and Chief Investment Officer (NZ)
BSS, NZX DIP
Meet Mike
travis-murdoch.jpg

Travis Murdoch

Head of Fixed Income and Portfolio Manager (NZ)
BCOM, LLB
Meet Travis
Latest Quarterly Update
Download PDF

Resources

Click on the links below to view more information about this fund
Fact Sheet
Download PDF
Product Disclosure Statement
Download PDF
Statement of Investment Policy and Objectives
Download PDF
Latest Quarterly Update
Download PDF