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.
5+ years
As at 30 November 2024
19.2%
6.6% p.a.
As at
$-.--
This Fund has a 4 out of 7 risk rating.
Cumulative return since inception
Past performance is not a guarantee of future returns. All figures are calculated before fees and before any applicable tax.
Founder and Chief Investment Officer (NZ)(BSS, NZX DIP)
Mike is the Founder and CIO of Pie Funds, as well as Chairman of the Investment Committee. As CIO, he focuses on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully. Mike is also the Portfolio Manager for a number of Pie's products.
Prior to starting Pie Funds in 2007, he worked in a variety of roles in the financial industry both here and in the UK, including as a banking analyst for HBOS and an equities dealer for ABN Amro. Having purchased his first shares at the age of eighteen, Mike went on to grow his own personal portfolio and then that of friends and family, before starting Pie Funds about ten years later.
Mike is a substantial shareholder of Pie Funds.
Email: [email protected]
Head of Fixed Income and Portfolio Manager (NZ)(BCOM, LLB)
Travis is responsible for research and portfolio management of the company’s fixed income strategies. He is the Lead Portfolio Manager for the Fixed Income Fund and the Co-Portfolio Manager of the Conservative Fund, and the Pie KiwiSaver Scheme Funds.
Prior to joining the company in 2022, Travis was a Portfolio Manager at Milford Asset Management. Before that, he worked in a variety of roles in the UK, including as Portfolio Manager at JP Morgan Asset Management and Cairn Capital.
Travis holds a Bachelor of Commerce degree majoring in finance and a Bachelor of Laws degree from the University of Otago.
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