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 31 MARCH 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
-6.8%
TOTAL RETURN
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
-1.0% p.a.
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
8.7% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
13.8% 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
8.5% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
22.7% 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
15.6% 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

April: Yield curve inversion...what does it mean?

Mike explains how the yield curve inversion can be a guide for future market movements and why our high cash levels have helped performance during the first quarter.

In the Media

What's spooked markets?

It seems Wall Street has the jitters, so what has spooked investors? Rising interest rates are to blame, but general uncertainty around Brexit and trade wars also play a part. The good news is that a down turn is likely to be slow and steady.

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.