PIE KIWISAVER SCHEME
SIPO change history
Each Statement of Investment Policy and Objectives (SIPO) issued for the PIE KIWISAVER SCHEME is archived here. SIPO changes describe the scheme's investment strategy — asset-allocation ranges, hedging policy, derivatives use, ESG framework, external managers — so all funds in the scheme share this history.
Per-SIPO readings
| SIPO as at | Investment objective | Asset allocation ranges | Currency hedging policy | ESG / responsible investment policy | External investment manager | Derivatives policy | Performance fee structure |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | Investment Objective and Strategy Investment objective and strategy The Fixed Income Fund seeks to preserve investors… | {"cash":"25%0%","nz_equities":"6%0%","intl_equities":"19%0%","listed_property":"30%0%","nz_fixed_interest":"15%0%","i… | — | {"mentions":17,"verbatim":"nd compliance to ensure robust checks and balances and the maintenance of restricted tradi… | — | derivatives etc) • Which assets to invest in (e.g. bonds, term deposits, derivatives or shares in companies) | performance fees. Authorised investments* The Chairman’s Fund can directly invest in any of: • Equities • Cash and ca… |
Diff appears next SIPO
We have one SIPO on file. The first comparison appears once the next SIPO is ingested — typically when the issuer publishes a revised SIPO (cadence varies; usually annual or on material change).
Data sources
- FMA Disclose register — Statements of Investment Policy and Objectives
- Provider websites — issuer-published SIPO PDFs
SIPO field extraction uses FMA-mandated section anchors. Long fields (objective, ESG verbatim, derivatives policy) are truncated in the table — verify against the source PDF for the full text. General information only — not financial advice.
FundCompare
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.