12/5/2023 11:00:00 PM

We invest in people

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The last twelve months have continued to be a volatile time, and markets certainly haven’t disappointed. At the Pie KiwiSaver Scheme, we believe conditions like these are a ‘hunter’s paradise’, with plenty of strong opportunities for long-term KiwiSaver growth to be found. As active fund managers, our investment team works tirelessly to build resilient KiwiSaver funds that can outperform the market over the long term, even in challenging times.

We use five key principles to guide our investment choices, which we have refined over the past 16 years since Pie Funds launched in 2007.

Principle Three is that we invest in people. When driving returns, it matters who’s in the driver’s seat. While a lot of people can drive, only a few can race. It’s the same with company leadership.

Skill, experience, passion, and ability really do come together to make something more than the sum of its parts. So, when we invest in companies, we’re investing in the senior team running those companies. And if the people change, we review our investments, exiting if we need to. That’s how important investing in people is to us.

At the Pie KiwiSaver Scheme, we understand the important role people play in driving performance. It’s why we have investment teams based in Auckland, Sydney, and London. That way, we always have an ear to the ground and are able to meet directly with companies and their management teams. 

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Investing in people is only one of our Five Principles of investing. It works in conjunction with the other four to help us make informed decisions, whether we’re looking at new companies to invest in or accessing the ones we already hold positions in.

As active management specialists, we stick to these principles 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 30 November 2023. 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.