There are a number of factors affecting world markets such as global political climate, ever changing interest rates, and now raising impacts of AI technologies. So how do we steady the ship during turbulent times?
Pie Funds uses five key pillars to guide our investment choices, which we’ve refined over the 16 years we’ve been generating wealth for our clients. In Pillar Three, we focus on how we invest in the people as well as the company. We need to be confident in the senior leadership as well as the product or service. If the senior leadership changes, we’ll review our position. Pillar Four is we look for tailwinds. Our investment team knows these generate long-term growth.
The path to profitability is much simpler when you’re riding the prevailing winds. If the company’s vision matches the direction of industry and world views – and the business’s proposition is solid – the resistance they’ll face will be significantly lower than if they’re battling headwinds.
We look at long-term and short-term trends too because in the age of disruption, winds can shift quickly. Today, more than ever, we need to assess the impacts of AI on our investments. We’ve already witnessed large moves in the market, so we’re looking for clear winners from industry tailwinds, such as AI, renewables and automation.
By sticking to these pillars, we’ve managed to weather the highs and lows over the last decade and a half. Our active management style allows us to respond to shifts in sentiment dynamically, ensuring we’re doing our best to deliver the returns our clients want and expect of us.
As active management specialists, we stick to these pillars when markets are up and when they’re down too.
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.