Investment Objective & Strategy

The Pie KiwiSaver Growth Fund seeks to maximise capital growth for members over a period exceeding seven years. The Fund invests primarily in International and Australasian equities with a focus on globally-known brands, along with a cash and fixed interest exposure, directly and/or through investment in other funds also managed by Pie Funds.

A growth fund could be good for you if you're comfortable with investing and won't be withdrawing your money for at least seven years. A growth fund means a lot of ups and downs (higher risk) but aims to give you higher returns over the long term.

Investment Timeframe

7+ years

Fact Sheet
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Target Investment Mix

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1 Year Return

As at 30 November 2024

23.1%


Since Inception

As at 30 November 2024

9.4% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 5 out of 7 risk rating.

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Returns as at 30 November 2024

Fund Performance

Cumulative return since inception

Growth

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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