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Investing for us is personal. A lot of our Pie staff, directors and shareholders have their personal money invested alongside clients.
We’re committed to active fund management, providing above-average returns, and generating long-term wealth.
You’re not just a number. Pie Funds has over 2,000 highly valued clients. We have an absolute commitment to providing excellent communication and service to our clients.
Our principles of investing
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.
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.
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.
Returns as at 31 July 2020 (after fees before tax)
Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.
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The fund was up 12.4% during the month and is now only 4.8% lower than when the market peaked on 20 February.
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This month Mike looks at how applying historical context can be useful in handling modern-day problems.
Credit and equity markets rally during best April in 82 years
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To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements
The JUNO KiwiSaver Scheme is owned, managed and issued by Pie Funds. Click to join below.
Past performance is not a guarantee of future returns. No person, including the Directors of Pie Funds Management Limited, guarantees the repayment of units in the funds or any returns of units in the funds. Returns can be negative as well as positive and returns over different periods may vary. The JUNO KiwiSaver Scheme is owned, managed and issued by Pie Funds.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.