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. Pie staff, directors and shareholders have over $113m of their personal money invested alongside clients (as at 30.06.22).

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 has around 3,000 highly valued clients. We have an absolute commitment to providing excellent communication and service to our clients.

Our Investment Services

Simon smiling at a meeting

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 $1 million or more to invest.

Matt on the phone, concentrating at his desk

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.

Our Funds

Returns as at 31 July 2022 (after fees before tax)

Fund Chart Inception date Annualised return since inception Status
Australasian Growth
Global Growth
Diversified
Dividend Growth Sep 2011 16.62% Open
Growth Dec 2007 12.95% Closed
Emerging Apr 2013 19.01% Closed
Global Growth Sep 2013 9.80% Open
Conservative Apr 2015 3.47% Open
Growth 2 Aug 2015 11.36% Closed
Growth UK & Europe Nov 2016 9.35% Open
Global Growth 2 May 2018 2.88% Open
Chairman’s Sep 2014 9.97% Open

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

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Fund Unit Price ($) Date
Australasian Growth
Global Growth
Diversified


Explore our fund options

Market Insights

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High growth in renewable energy sector

Growth in the global renewable energy sector is providing investment opportunities for Pie, writes Toby Woods.

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