The Chairman's Fund's objective is to generate capital growth over a period exceeding five years. The Fund seeks to provide investors with long-term capital growth by accessing the higher potential growth of predominantly smaller companies. It does this by investing predominantly in the other Pie Funds products.

Minimum investment $500,000.

The Fund has been designed to provide investors with the opportunity to gain exposure to some or all of the other products issued by Pie Funds. The investment focus of the underlying funds is on Australian, New Zealand and globally-listed equities of smaller, emerging and medium companies whose potential we do not consider to be fully realised by the market, but where we consider the value is greatest and the opportunity of earnings growth is high.

There is no target investment mix for the Fund but there is a strong focus towards investment in the other Pie Funds products.

Please read the Product Disclosure Statement (PDS)and Statement of Investment Policy and Objectives (SIPO)for more information, including details of the risks associated with this fund.


Annualised since inception (after fees before tax)


Unit price as at


Returns as at 31 May 2024

Fund Performance

Cumulative return since inception

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

Portfolio Team


Mike Taylor

Founder and Chief Investment Officer (NZ)

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Michelle Lopez

Head of Australasian Equities and Portfolio Manager (AU)

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Click on the links below to view more information about this fund
Fact Sheet
Product Disclosure Statement
Statement of Policy and Objectives (SIPO)
Latest Quarterly Update