PIE Funds 🥧
Portfolio Investment Entity (PIE) funds offer tax advantages for NZ investors. Compare top PIE funds and their features.
Growth Fund
Smartshares
A diversified portfolio of growth assets including NZ and international shares.
- Risk Level
- High
- Returns
- 12.5% p.a.
- Management Fee
- 0.50%
Income Fund
Simplicity
Conservative fund focused on income generation through bonds and dividend stocks.
- Risk Level
- Low
- Returns
- 4.2% p.a.
- Management Fee
- 0.31%
Property Fund
AMP Capital
Invests in commercial property and listed property securities.
- Risk Level
- Medium
- Returns
- 8.7% p.a.
- Management Fee
- 0.72%
Why Choose PIE Funds?
Tax Benefits
PIE funds are taxed at your Prescribed Investor Rate (PIR), which is capped at 28%.
Professional Management
Expert fund managers handle investment decisions and portfolio rebalancing.
Diversification
Access to a broad range of assets through a single investment.