We use five key pillars to guide our investment choices.
Pillar One is we love to see skin in the game. When you join the
Pie KiwiSaver Scheme, you invest alongside us. We invest like it’s our own money because it is. Over $100m of the money we manage across our investment funds and KiwiSaver comes from our staff, directors, and shareholders (as at 29.02.24).
We also look for this commitment in companies we invest in. We love companies where managers are heavily invested, including financially. They often have extra passion for the company that can give it an edge in the market.
We have refined these five key pillars over the past 16 years since Pie Funds launched in 2007.
As active management specialists, we stick to these pillars when markets are up and when they’re down too. Our funds typically have a range of hand picked investments which our local and global investment specialists back as our best picks. We manage our Pie KiwiSaver Scheme funds in accordance with a robust risk framework to act in the best interests of our investors.
Pie's KiwiSaver Scheme has a range of actively managed funds, led by our local and global investment specialists that aim to provide expert insights and above average returns over the long-term. Plus, we're proud to offer a fee free account for members under 13 years old, making it even easier to start and grow their savings.
Information is current as at 29 February 2024. Pie Funds Management Limited is the manager of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme. Any advice is given by Pie Funds Management Limited and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Pie Funds Management Scheme investment funds, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our product disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a reliable indicator of future returns. Returns can be negative as well as positive and returns over different periods may vary.