Welcome to

Pie Funds

Watch our story

We are a boutique investment manager that
focuses on performance and client service.

Why Pie Funds?

  1. 1

    Skin In The Game

    We believe in our products. Pie staff, directors and shareholders have over $120m of their personal money invested alongside clients (as at 30.11.18).

  2. 2

    Performance

    We’re committed to smart investing, providing above-average returns, and generating long-term wealth. In fact, Pie has generated $243m of wealth for our clients (as at 30.11.18).

  3. 3

    Service

    You’re not just a number. Pie Funds has around 2,000 clients, not 20,000. We have an absolute commitment to providing excellent communication and service to our clients.

Our Funds

RETURNS AS AT 30 APRIL 2019 (AFTER FEES & BEFORE ALL TAX)

  Status Inception Date Annualised return since inception
Climate Friendly
Status
Open
Inception Date
May 2018
Annualised return since inception
-3.0%
TOTAL RETURN
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
-1.1% p.a.
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
9.2% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
15.8% p.a.
Interactive Chart:
Conservative
Status
Open
Inception Date
April 2015
Annualised return since inception
4.7% p.a.
Interactive Chart:
Global
Status
Open
Inception Date
September 2013
Annualised return since inception
8.6% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
23.1% p.a.
Interactive Chart:
Dividend
Status
Soft Closed
Inception Date
September 2011
Annualised return since inception
17.3% p.a.
Interactive Chart:
Growth
Status
Soft Closed
Inception Date
December 2007
Annualised return since inception
16.0% p.a.
Interactive Chart:

*Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.

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Latest News

Slice of Pie Newsletter

May: Rebound a late Christmas present

Mike believes Santa has finally delivered returns, a record month for the Growth 2 and Climate Friendly funds, after the Christmas Eve correction in December last year.

Pie Updates

Coming Soon: New Online Investor Portal

The new portal will ‘go live’ on 4 June. As launch approaches we’ll be in touch again with more information. In the meantime, we’ve thought about some questions you might have.

In the Media

Aussie property rebound could boost NZ

What’s in store for the Australian economy? Elections are looming with a likely change of prime minister, and housing prices have reduced by 10-15%. Despite this instability, the ASX is at an all time high since the GFC.