KiwiSaver providers.
Every KiwiSaver provider, side by side — styles, fees, and performance.Browse and Compare KiwiSaver Providers
Pie Funds KiwiSaver Scheme
Pie Funds KiwiSaver Scheme is a KiwiSaver provider that runs 4 KiwiSaver funds, has 13,745 members, manages $570 million, or 0.4% of the KiwiSaver market.
About Pie Funds KiwiSaver Scheme
Pie Funds Management was founded in Auckland in 2007 by Mike Taylor, who remains Chief Investment Officer. Its KiwiSaver scheme launched in 2018 and offers four actively managed funds: Conservative, Balanced, Growth and Aggressive. The funds invest through Pie-managed underlying funds across global and Australasian equities, fixed income and cash, reflecting the firm's stock-selection style. Pie has a focused KiwiSaver range rather than a broad menu of fund options.
Key facts
- Ownership
- NZ-owned
- KiwiSaver scheme established
- 2018
- Investment approach
- Active stock selection
- KiwiSaver funds under management
- $570 million (0.4% of the KiwiSaver market)
- Members
- 13,745
- Average member balance
- $41,817
- KiwiSaver funds offered
- 4
- Annual fee range
- 0.78% – 1.25%
Fund range by risk profile
- Conservative: 1 fund
- Balanced: 1 fund
- Growth: 1 fund
- Aggressive: 1 fund
How has Pie Funds KiwiSaver performed?
Over the last 5 years, their highest-returning fund was the Balanced Fund, at +2.1% a year after fees and tax.
| Risk profile | Fund | Return |
|---|---|---|
| Conservative | PIE Kiwisaver Conservative Fund | +7.1% |
| Balanced | PIE Kiwisaver Balanced Fund | +12.9% |
| Growth | PIE Kiwisaver Growth Fund | +16.2% |
KiwiSaver funds offered by Pie Funds KiwiSaver Scheme
| Fund | Risk profile | Annual fee | 1 year | 5 years p.a. |
|---|---|---|---|---|
| PIE Kiwisaver Conservative Fund | Conservative | 0.78% | +6.3% | +1.8% |
| PIE Kiwisaver Balanced Fund | Balanced | 0.89% | +12.0% | +2.1% |
| PIE Kiwisaver Growth Fund | Growth | 1.01% | +15.2% | +1.6% |
| PIE Kiwisaver Aggressive Fund | Aggressive | 1.25% | Not reported | Not reported |
Figures are after fund charges and tax, sourced from the FMA Disclose Register. Past performance is not a reliable indicator of future returns.