Investment Statement Download

 

Disclaimer
While Pie Funds Management Limited (Pie Funds) endeavours to ensure the information on this website is accurate, Pie Funds makes no representations and gives no warranties that the information is free from errors or omissions. Pie Funds reserves the right to amend or add to this website at any time without notice. It is the responsibility of the user to verify all information before making final decisions or commitments. To the full extent permitted by law, Pie Funds accepts no responsibility and shall have no liability for any errors, omissions or other inaccuracies in the information provided on this website or for any loss or damaged suffered or incurred (directly or indirectly) by a user, or any other person, as a result of using the information on this website.

Copyright
The information, images, screens, web pages, logos and brands on this website are the property of Pie Funds, who holds copyright in it. The information may not be copied or revised (other than as expressly provided by the website) without the written consent of Pie Funds.

Jurisdiction
Any offer of securities described on this website is being made to members of the New Zealand public only.

Privacy Policy
We will only record your email address or other details you provide if you send us a message to request more information, for example by emailing an enquiry. Your details will only be used for the purpose for which you have provided them and will never be added to any mailing list without your prior permission. We will not use or disclose your details to a third party without your consent. Please contact Pie Funds using the contact details provided on this website if you have a question about our privacy policy, or would like to gain access to information we might hold you about, or correct to any information that may be incorrect.

Links
Any sites linked to this website are not under the control of Pie Funds. Pie Funds is not responsible for and makes no representations, warranties or conditions concerning the contents of any linked website or any link contained in a linked website. The inclusion of any link on this website is provided as a convenience only and does not imply endorsement, investigation or verification by Pie Funds of the linked site. Pie Funds requires users to request permission to link to this website.

© Morningstar Research Ltd. All rights reserved. To the extent that any of the content above constitutes advice, it is general advice that has been prepared by Morningstar, without reference to your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making any financial investment decision.
If applicable, investors should obtain the relevant product Investment Statement and consider it before making any decision to invest.

FundSource Ratings are calculated from risk-adjusted returns over the past three years to 31/5/2011 comparing similar investment entities. The top 15% of investment entities attain 5 stars, next 20% 4 stars, next 30% 3 stars, next 20% 2 stars and bottom 15% 1 star. Past performance is not necessarily a guide to future performance. Any representation or statement expressed in this document is made in good faith on the basis that FundSource Limited is not able to be liable in respect of such representation or statement. FundSource does not guarantee the accuracy of third-party information used to calculate investment returns. This information
should not be relied upon as a substitute for detailed advice from a registered financial adviser. Copyright © FundSource Limited.
For more information please see: www.fundsource.co.nz. Email Fundsource@fundsource.co.nz