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 $120m of their personal money invested alongside clients (as at 30.11.18).

  2. 2

    Performance

    We’re committed to smart investing, providing above-average returns, and generating long-term wealth. In fact, Pie has generated $243m of wealth for our clients (as at 30.11.18).

  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 28 FEBRUARY 2019 (AFTER FEES & BEFORE ALL TAX)

  Status Inception Date Annualised return since inception
Climate Friendly
Status
Open
Inception Date
May 2018
Annualised return since inception
-7.8%
TOTAL RETURN
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
-1.3% p.a.
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
8.1% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
14.0% p.a.
Interactive Chart:
Conservative
Status
Open
Inception Date
April 2015
Annualised return since inception
4.5% p.a.
Interactive Chart:
Global
Status
Open
Inception Date
September 2013
Annualised return since inception
8.3% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
23.0% 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
15.7% 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

Pie Updates

Auckland Investor Day Video Recording

The Auckland Pie Funds Investor Day was held on 12 March 2019. Business Editor Liam Dann interviews Mike on his outlook for the year ahead.

In the Media

What next for Brexit shambles?

Britain's Parliament has dealt a major blow to Prime Minister Theresa May, resoundingly rejecting her Brexit deal just 17 days before the UK is due to leave the bloc.

Slice of Pie Newsletter

March: Estate Tax? CGT may be on the way

Mike believes Capital Gains tax (CGT) is on its way for residential property, but shares and KiwiSaver appear safe for the time being. February performance was a cracker, despite data continuing to show slowing world economy.