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 31 DECEMBER 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
-11.5%
TOTAL RETURN
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
-2.8% p.a.
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
8.4% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
11.4% p.a.
Interactive Chart:
Conservative
Status
Open
Inception Date
April 2015
Annualised return since inception
4.4% p.a.
Interactive Chart:
Global
Status
Open
Inception Date
September 2013
Annualised return since inception
7.9% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
22.4% p.a.
Interactive Chart:
Dividend
Status
Soft Closed
Inception Date
September 2011
Annualised return since inception
17.3% p.a.
Interactive Chart:
Growth
Status
Soft Closed
Inception Date
December 2007
Annualised return since inception
15.3% 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

Slice of Pie Newsletter

January: Eye on the ball

We’re playing with a straight bat for now and are ready for whatever markets throw at us. Despite global lows, Mike believes we've done well to outperform the funds' indexes.

In the Media

Mike Taylor Podcast: Thoughts on weathering storms

Mike Taylor from Pie Funds and JUNO KiwiSaver joins us in the studio to discuss these questions and more – he’s weathered some storms himself, and instead of shrinking back, he took ground.

In the Media

A year in review: How did our predictions hold up?

Mark and Liam take a look at the year in review; how did their predictions hold up? The pair look at volatility catalysts such as the change in oil prices, interest rates and wage inflation.