Welcome to

Pie Funds

Watch our story

We are a boutique investment manager that
focuses on performance and client service.

Why Pie Funds?

  1. 1

    Skin In The Game

    We believe in our products. Pie staff, directors and shareholders have over $114m of their personal money invested alongside clients (as at 30.06.18).

  2. 2

    Performance

    We’re committed to smart investing, providing above-average returns, and generating long-term wealth. In fact, Pie has generated $229m of wealth for our clients (as at 31.03.18).

  3. 3

    Service

    You’re not just a number. Pie Funds has around 2,000 clients, not 20,000. We have an absolute commitment to providing excellent communication and service to our clients.

Our Funds

RETURNS AS AT 30 SEPTEMBER 2018 (AFTER FEES & BEFORE ALL TAX)

  Status Inception Date Annualised return since inception
Climate Friendly
Status
Open
Inception Date
May 2018
Annualised return since inception
-4.1%
TOTAL RETURN
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
6.1%
TOTAL RETURN
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
14.6% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
19.0% p.a.
Interactive Chart:
Conservative
Status
Open
Inception Date
April 2015
Annualised return since inception
5.1% p.a.
Interactive Chart:
Global
Status
Open
Inception Date
September 2013
Annualised return since inception
10.1% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
25.2% p.a.
Interactive Chart:
Dividend
Status
Soft Closed
Inception Date
September 2011
Annualised return since inception
19.5% p.a.
Interactive Chart:
Growth
Status
Soft Closed
Inception Date
December 2007
Annualised return since inception
16.7% p.a.
Interactive Chart:

*Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.

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Latest News

In the Media

The UK faces a "hard Brexit" chaos

With six months to go until BREXIT is complete, Mike shares his views on the current and future state of the British economy, after returning from a European research trip.

Slice of Pie Newsletter

October: We now have 24/7 global coverage

Mike is proud of Pie's progress on both sides of the world; in London the international team have set up their new office and are busy meeting companies, while back home in New Zealand, the KiwiSaver Roadshows are in full swing.

Slice of Pie Newsletter

September: We’re on the ground in London... literally.

Mike farewells Chris and Guy for London to set up a UK office, and gives high praise to the Australasian team for an awesome month of returns.