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1
Performance After Fees
Quality and consistency of returns
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2
Fees Alignment
Assessment of value provided for fees charged.
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3
Organisational Capability
The capability of the organisation to manage your money.
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pts
4
Organisational Stability
Overall stability within a provider’s organisation.
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5
Processes & Portfolio Composition
Asset allocation, investing process and style consistency.
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6
Ethical Investing Considerations
Deep dive into the ethical investing claims of providers.
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Pie KiwiSaver
Who is Pie KiwiSaver?
The Pie KiwiSaver Scheme is managed by Pie Funds Management Limited, a boutique investment manager based in New Zealand. Established in 2007, Pie Funds launched the JUNO KiwiSaver Scheme in 2018, which was rebranded to Pie KiwiSaver Scheme on 5 December 2023. The firm is known for its active investment approach and has a global presence with teams in New Zealand, Australia, and the UK.
Pie KiwiSaver Scheme
The Pie KiwiSaver Scheme offers a selection of four actively managed funds designed to cater to various investor profiles: Conservative, Balanced, Growth, and Aggressive. Each fund has a distinct investment mix, allowing members to choose an option that aligns with their risk tolerance and investment goals. The scheme emphasizes active management, aiming to capitalize on market inefficiencies to deliver superior long-term returns. Notably, the Pie KiwiSaver Growth and Balanced Funds were ranked number one for 1-year returns to 30 September 2024, according to Morningstar’s KiwiSaver report.
How Does Pie Invest?
Pie Funds employs an active investment strategy, focusing on identifying and investing in undervalued companies with growth potential. The investment team conducts thorough research to determine the optimal mix of assets, aiming to buy assets when they are undervalued and sell them when they reach their intrinsic value. This approach is based on the belief that skilled active investing can deliver superior long-term results.
Does Pie Invest Responsibly?
Pie Funds integrates Environmental, Social, and Governance (ESG) considerations into its investment process. The firm’s Responsible Investment Policy outlines the integration of ESG factors, including climate risks, into investment decisions. Pie Funds believes that ESG risks and opportunities can significantly affect investments and has a Responsible Investment Committee that regularly reviews its ESG policy.
Last updated: 5th May 2025. | Source: Provider’s website