We are a boutique investment manager that has generated
over $350m of wealth for our clients since 2007.
Why Pie Funds?
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1
Skin In The Game
We believe in our products. Pie staff, directors and shareholders have over $117m of their personal money invested alongside clients (as at 30.06.19).
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2
Performance
We’re committed to smart investing, providing above-average returns, and generating long-term wealth. In fact, Pie has generated $366m of wealth for our clients (as at 31.12.19).
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3
Service
You’re not just a number. Pie Funds has around 2,000 clients, not 200,000. We have an absolute commitment to providing excellent communication and service to our clients.
Our Funds
RETURNS AS AT 31 DECEMBER 2019 (AFTER FEES & BEFORE ALL TAX)
| Status | Inception Date | Annualised return since inception | ||
|---|---|---|---|---|
| Growth |
Status
Open
|
Inception DateDecember 2007
|
Annualised return since inception16.2% p.a. |
Interactive Chart: |
| Dividend |
Status
Open
|
Inception DateSeptember 2011
|
Annualised return since inception17.1% p.a. |
Interactive Chart: |
| Emerging |
Status
Closed
|
Inception Date April 2013
|
Annualised return since inception23.9% p.a. |
Interactive Chart: |
| Global |
Status
Open
|
Inception DateSeptember 2013
|
Annualised return since inception8.8% p.a. |
Interactive Chart: |
| Conservative |
Status
Open
|
Inception DateApril 2015
|
Annualised return since inception4.6% p.a. |
Interactive Chart: |
| Growth 2 |
Status
Open
|
Inception DateAugust 2015
|
Annualised return since inception16.1% p.a. |
Interactive Chart: |
| Growth UK & Europe |
Status
Open
|
Inception DateNovember 2016
|
Annualised return since inception7.8% p.a. |
Interactive Chart: |
| Climate Friendly |
Status
Open
|
Inception DateMay 2018
|
Annualised return since inception1.5% p.a. |
Interactive Chart: |
*Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.