Investing for us is personal. A lot of our Pie staff, directors and shareholders have their personal money invested alongside clients. Pie staff, directors and shareholders have over $113m of their personal money invested alongside clients (as at 30.06.22).
We’re committed to active fund management, providing above-average returns, and generating long-term wealth.
You’re not just a number. Pie Funds has around 3,000 highly valued clients. We have an absolute commitment to providing excellent communication and service to our clients.
Our principles of investing
Pie Wealth is a personalised service, tailoring an investment portfolio to your lifestyle and requirements. This service is best suited to individuals, family trusts and corporates with $1 million or more to invest.
Pie has a range of investment funds to suit different risk and return profiles. You can choose multiple funds to diversify your investments, or invest in a single fund if you want something specific. The minimum investment amount is $25,000 per fund.
Returns as at 31 July 2022 (after fees before tax)
Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.
Explore our fund options
Growth in the global renewable energy sector is providing investment opportunities for Pie, writes Toby Woods.
How can you manage your emotions to stay on track for investing success?
Founder and CEO Mike Taylor gives the latest on current market conditions and what specific indicators he and the investment team are looking at to show when markets may recover.
See all news articles
To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements
Past performance is not a guarantee of future returns. No person, including the Directors of Pie Funds Management Limited, guarantees the repayment of units in the funds or any returns of units in the funds. Returns can be negative as well as positive and returns over different periods may vary.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.