PIE FUNd

Diversify your portfolio

Investors pool their funds and invest across a diversified portfolio of assets.

Benefits of investing in a PIE Fund

A Portfolio Investment Entity (PIE) offers a more conservative investment option, by investing in a diversified portfolio secured by first ranking mortgages. PIE fund offers attractive returns on your savings, that are taxed at your Prescribed Investor Rate (PIR) which is capped at 28%.

Targeted 9%p.a.

Less RWT. Quarterly distributions

28% tax rate

capped for any investor (including Trusts)

Secured

by First Ranking Mortgages
PIE FUND PROCESS

A responsible approach.

Finbase cater specifically to established private wholesale investors, family offices and high net worth individuals seeking reliable long term wealth management.

01

Due Diligence

You and your solicitor/financial advisor to review the Information Memorandum and SIPO Agreement
A current overview of the Fund's performance and risk profile will be provided prior to any decision of investment

02

Agreement & Documentation

Complete the Application Form, 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 $10,000. Subsequent investments in units of $10,000 can be made at any time. Funds are paid to and held by Public Trust as Fund Supervisor and 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 of where your funds are secured.
Interest payments and capital distributions (withdrawals) are processed quarterly
Quarterly Management Reports and an Annual Audit are conducted for the benefit of all investors and Public Trust as Supervisor and Trustee

Get email updates on exclusive new wholesale investment opportunities.

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PORTFOLIO MANAGERS

We invest in the best

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

Image of Pernell Callaghan
Pernell Callaghan
Director
Image of Hayden Thompson
Hayden Thompson
Director
Image of Jordan Evans
Jordan Evans
Investment Manager
Image of Eliza Howie
Eliza Howie
Finance Manager
Image of Pernell Callaghan
Pernell Callaghan
Director
Image of Hayden Thompson
Hayden Thompson
Director
Image of Jordan Evans
Jordan Evans
Investment Manager
Eliza Howie
Finance Manager

Recent investment opportunities

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

Power your PIE fund operations on one intuitive platform

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

Investor FAQs

What is the difference between the PIE fund and single investment opportunities?

Single investment opportunities are aimed at seasoned investors who understand the complexities and risks inherent in concentrating their investments in a single venture. The PIE fund allows wholesale and eligible investors to consolidate their funds and access a diversified asset portfolio. The fund targets returns of 9% per annum, net of fees and expenses but prior to tax. Investing through a PIE incurs taxation on savings returns at your Prescribed Investor Rate (PIR), capped at 28%

What is the minimum investment amount?

Finbase's PIE fund is tailored to meet the needs of wholesale and eligible investors, with a minimum investment threshold of $10,000.

Do I have the flexibility to access my funds at any given time?

Unlike our singular investment option, which requires commitment for the entirety of the investment period, the PIE fund has a minimum lock-in period of just three months. Capital withdrawals and interest distributions are processed quarterly.

Do I have visibility of what securities Finbase is lending on?

You will have access to monitoring your investment via Finbase’s platform, which provides visibility into the security assets against which the fund has extended loans. This enables you to stay informed about the allocation of your funds.

How often will I receive interest payments?

Interest and capital distributions from the PIE fund are disbursed on a quarterly basis, with withholding tax deducted where applicable.

How are my funds secured?

The average weighted LVR of the portfolio will always remain below 60%, providing a conservative margin for fluctuations in the property market and borrower default. The loans are always secured with a first ranking mortgage registered on the title.

Who manages the pool of funds?

Funds are held on Trust as stakeholder by Public Trust, who are the Supervisor and Trustee of the PIE Fund

Who is the auditor of the fund?

PricewaterhouseCoopers (PWC) are the selected auditor of the fund

Ready to invest?
Let's talk.

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Targeted 9%p.a.

Less RWT. Quarterly distributions

28% max tax

capped for any investor (including Trusts)

Secured

by First Ranking Mortgages