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 $160m of their personal money invested alongside clients (as at 30.6.21).

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 over 2,700 highly valued clients. We have an absolute commitment to providing excellent communication and service to our clients.

Our Investment Services

wealth-management-home

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.

funds-home

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 August 2021 (after fees before tax)

Fund Chart Inception date Annualised return since inception Status
Australasian Growth
Global Growth
Diversified
Dividend Growth Sep 2011 19.32% Open
Growth Dec 2007 16.79% Closed
Emerging Apr 2013 23.77% Closed
Global Growth Sep 2013 12.72% Open
Conservative Apr 2015 4.58% Open
Growth 2 Aug 2015 20.71% Closed
Growth UK & Europe Nov 2016 15.00% Open
Global Growth 2 May 2018 8.67% Open
Chairman’s Sep 2014 14.15% 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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Fund Reviews: Diversified

Read the latest on our Conservative Fund.

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Fund Reviews: Global Growth

Read the latest on our Global Growth funds: Global Growth, Growth UK & Europe, and Global Growth 2.

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Fund Reviews: Australasian Growth

Read the latest on our Australasian Growth funds: Growth, Dividend Growth, Emerging and Growth 2.

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