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 $177m of their personal money invested alongside clients (as at 30.06.19).

  2. 2

    Performance

    We’re committed to smart investing, providing above-average returns, and generating long-term wealth. In fact, Pie has generated $256m of wealth for our clients (as at 31.03.19).

  3. 3

    Service

    You’re not just a number. Pie Funds has around 2,000 clients, not 200,000. We have an absolute commitment to providing excellent communication and service to our clients.

Our Funds

RETURNS AS AT 30 JUNE 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
-2.1% p.a.
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
-2.2% p.a.
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
8.9% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
16.0% p.a.
Interactive Chart:
Conservative
Status
Open
Inception Date
April 2015
Annualised return since inception
4.6% p.a.
Interactive Chart:
Global
Status
Open
Inception Date
September 2013
Annualised return since inception
8.4% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
22.1% p.a.
Interactive Chart:
Dividend
Status
Soft Closed
Inception Date
September 2011
Annualised return since inception
17.2% p.a.
Interactive Chart:
Growth
Status
Soft Closed
Inception Date
December 2007
Annualised return since inception
16.3% 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

July: Focus on central banks

The past year has taught Mike to forget Trump and Xi and that it’s important to concentrate on central banks, not politicians.

In the Media

Why shares are hitting new highs as economic fears rise

Mike and Liam discuss how shares around the world have hit fresh records shrugging off growing concern about the real economy slowing down. New Zealand’s NZX-50 is now up 20% this year - 6% in the past month.

Slice of Pie Newsletter

June: Trump's game of chicken

Pie's stock picking ability showed its strength in May, despite a continuing trade war between Trump and China.