Welcome to

Pie Funds

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Unit Prices

Our Funds
Unit Price
Status
Climate Friendly $0.97 Open
Multi-Strategy $1.05 Open
Growth UK & Europe $1.27 Open
Growth 2 $1.65 Soft Closed
Conservative $1.11 Open
Global $1.62 Open
Emerging $3.30 Soft Closed
Dividend $2.74 Soft Closed
Growth $5.14 Soft Closed

Past performance is no guarantee of future returns. Performance as at 31 July 2018 is calculated after fees and before tax.

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 JULY 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
-3.1%
TOTAL RETURN
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
5.0%
TOTAL RETURN
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
14.9% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
18.3% p.a.
Interactive Chart:
Conservative
Status
Open
Inception Date
April 2015
Annualised return since inception
5.1% p.a.
Interactive Chart:
Global
Status
Open
Inception Date
September 2013
Annualised return since inception
10.4% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
25.1% p.a.
Interactive Chart:
Dividend
Status
Soft Closed
Inception Date
September 2011
Annualised return since inception
19.3% p.a.
Interactive Chart:
Growth
Status
Soft Closed
Inception Date
December 2007
Annualised return since inception
16.6% 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

August: JUNO KiwiSaver Scheme has hatched

We’re proud to announce the arrival of... JUNO KiwiSaver Scheme, managed and issued by Pie Funds.

In the Media

Fresh trade-war talk raises risk of crash

Beijing has hit back in the latest round of the month-long trade war, saying it is ready to retaliate if US President Donald Trump goes through with his threat to raise tariffs.

In the Media

Pie Funds launches new subscription-based Kiwisaver scheme

NZ Herald Article: Takapuna-based Pie Funds will next week launch a low-cost KiwiSaver scheme, which co-founder Mike Taylor says should add pressure on the big players to lower their fees.