PIE FUNd

Diversify your portfolio

Wholesale investors pool their funds and obtain exposure to a diversified portfolio of assets.

Benefits of investing in a PIE Fund

The Finbase PIE Fund offers a more conservative option than our single investments by investing in a diversified portfolio of loans secured by first ranking mortgages and cash. The Finbase PIE Fund pays quarterly distributions with tax capped at 28%.

28% tax rate

Capped for any investor (including trusts)

Quarterly income distribution

Paid to your nominated bank account or reinvested

Secured

The Fund's loans are secured by first ranking mortgages
INVESTMENT OBJECTIVE

The PIE Fund currently targets pre-tax, after fees returns of 9%p.a., paid quarterly.

As from 01 January 2026, the PIE Fund's objective will be to provide investors wth an annualised, after fees but before tax, return per quarter of at least 5% higher than the 90-day bank bill rate as published by the Reserve Bank of New Zealand (as at the end of the relevant quarter).

As of 09 september 2024
$479K
Average loan size
260
Loans under management
41%
Average LVR
$0
Loss of investor funds
PIE FUND PROCESS

A responsible approach.

Finbase cater specifically to private investors, family offices and high net worth individuals who meet relevant wholesale investor criteria.

01

Due Diligence

You and your solicitor/financial adviser review the Information Memorandum and SIPO.
A current overview of the Fund's performance and profile will be provided prior to any decision to invest.

02

Agreement & Documentation

Complete the Application Form (including wholesale investor certificate), Finbase will be required to conduct AML verification prior to any investment being made.

03

Investment

You can commence investing with a minimum initial investment of $100,000. Subsequent investments in multiples of $10,000 can be made at any time. Funds are paid to Public Trust, the Fund's trustee.
Fund assets are held by or on behalf of Public Trust as the Fund's trustee.

04

Distributions & Management

You will be able to track your investment performance through the Finbase investment platform.
The platform will show you the properties that the Fund has lent against, registered by first mortgage, so you have full transparency about your investment.
Interest payments and capital distributions (withdrawals) are processed quarterly (but investments are for a minimum of three months).
Quarterly Fund Updates are provided and an annual audit is conducted for the benefit of all investors and Public Trust as trustee.

Finbase offers investments to wholesale investors.

Get email updates on exclusive new wholesale investment opportunities.

Thank you!

Thanks for contacting us. We’ll be in touch shortly.

Oops! Something went wrong while submitting the form.
PORTFOLIO MANAGERS

We invest in the best

Our team have been hand-picked for their talent, experience and track record of success.

Image of Jordan Evans
Jordan Evans
Senior Investment Manager
Image of Pernell Callaghan
Ming Yu
Investment Manager
Image of Hayden Thompson
Ben Jamieson
Investment Manager
Image of Pernell Callaghan
Pernell Callaghan
Director
Image of Hayden Thompson
Hayden Thompson
Director
Image of Jordan Evans
Jordan Evans
Investment Manager

Recently funded properties

Pokeno, Auckland
Loan Amount:
$500,000
LVR:
44%
Term:
12 months
Pokeno, Auckland
Loan Amount:
$500,000
LVR:
44%
Term:
12 months
Pokeno, Auckland
Loan Amount:
$500,000
LVR:
44%
Term:
12 months
Pokeno, Auckland
Loan Amount:
$500,000
LVR:
44%
Term:
12 months
Invest with Finbase

Finbase offers investments only to wholesale investors

Power your PIE fund operations on one intuitive platform

Our platform allows you to manage all your investments effortlessly in one place.

Ready to invest?
Let's talk.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

28% tax rate

Capped for any investor (including trusts)

Quarterly income distribution

Paid to your nominated bank account or reinvested

Secured

The Fund's loans are secured by first ranking mortgages