Why Pie Funds?

1

Skin in the game

Investing for us is personal. A lot of our Pie staff, directors and shareholders have their personal money invested alongside clients.

2

Active Performance

We’re committed to active fund management, providing above-average returns, and generating long-term wealth.

3

Boutique Service

You’re not just a number. Pie Funds have a couple thousand highly valued clients. We have an absolute commitment to providing excellent communication and service to our clients.

Our Investment Services

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Wealth Management

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 $500,000 or more to invest.

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Investment Funds

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.

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KiwiSaver

The JUNO KiwiSaver Scheme is owned, managed and issued by Pie Funds. We combine investor education, low fixed fees and active management to bring you an amazing and unique offering.

Our Funds

Returns as at 28 February 2020 (after fees before tax)

Fund Chart Inception date Annualised return since inception Status
Growth Dec 2007 15.6% Open
Dividend Sep 2011 16.1% Open
Emerging Apr 2013 22.3% Closed
Global Sep 2013 8.7% Open
Conservative Apr 2015 4.4% Open
Growth 2 Aug 2015 13.9% Open
Growth UK & Europe Nov 2016 6.8% Open
Climate Friendly May 2018 0.1% Open

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

Fund Unit Price ($) Date


Explore our fund options

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