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 $114m of their personal money invested alongside clients (as at 30.06.18).

  2. 2

    Performance

    We’re committed to smart investing, providing above-average returns, and generating long-term wealth. In fact, Pie has generated $229m of wealth for our clients (as at 31.03.18).

  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 31 OCTOBER 2018 (AFTER FEES & BEFORE ALL TAX)

  Status Inception Date Annualised return since inception
Climate Friendly
Status
Open
Inception Date
May 2018
Annualised return since inception
-7.7%
TOTAL RETURN
Interactive Chart:
Multi-Strategy
Status
Open
Inception Date
November 2017
Annualised return since inception
5.2%
TOTAL RETURN
Interactive Chart:
Growth UK & Europe
Status
Open
Inception Date
November 2016
Annualised return since inception
10.4% p.a.
Interactive Chart:
Growth 2
Status
Soft Closed
Inception Date
August 2015
Annualised return since inception
16.8% p.a.
Interactive Chart:
Conservative
Status
Open
Inception Date
April 2015
Annualised return since inception
4.8% p.a.
Interactive Chart:
Global
Status
Open
Inception Date
September 2013
Annualised return since inception
9.3% p.a.
Interactive Chart:
Emerging
Status
Soft Closed
Inception Date
April 2013
Annualised return since inception
24.7% p.a.
Interactive Chart:
Dividend
Status
Soft Closed
Inception Date
September 2011
Annualised return since inception
18.8% p.a.
Interactive Chart:
Growth
Status
Soft Closed
Inception Date
December 2007
Annualised return since inception
15.9% 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

November: 'Cash is King' they say, and it certainly was in October

Mike and the team re-iterate the benefits and strategy behind having high cash levels during volatile markets. James and Paul also share their four other factors to look for when
reviewing your portfolio.

In the Media

What just happened to my KiwiSaver balance?

Have you checked your KiwiSaver balance since the market dropped over the Halloween period? Mike gives global reasons for the common October slump and why you shouldn’t panic.

In the Media

Mike Taylor: How to test the storm-worthiness of your fund

The sky is falling next Tuesday. Or in 18 months. Or maybe it's falling now.