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
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Target Investment Mix

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1 Year Return

As at 30 September 2024

21.9%


Since Inception

As at 30 September 2024

6.5% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 4 out of 7 risk rating.

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Returns as at 30 September 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

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Mike Taylor

Founder and Chief Investment Officer (NZ)
BSS, NZX DIP
Meet Mike
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Travis Murdoch

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

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