Investment Objective & Strategy

The Pie KiwiSaver Conservative Fund seeks to preserve members’ capital with modest capital growth over a period exceeding three 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.

A lower-risk conservative fund could be good for you if you're not confident with investing, or will be withdrawing your money in the short term. Your money will experience fewer ups and downs, but your returns usually won't be as high.

Investment Timeframe

3+ years

Fact Sheet
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Target Investment Mix

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1 Year Return

As at 31 October 2024

13.8%


Since Inception

As at 31 October 2024

3.8% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 3 out of 7 risk rating.

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Returns as at 31 October 2024

Fund Performance

Cumulative return since inception

Conservative

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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