When selecting an investment we handpick a small number of companies, with sustainable cashflows, industry tailwinds and key assets that are vital to our communities. Investments are made directly and through fund managers with similar investment philosophies to Pie Funds.
The Fund invests approximately 50% into a high-conviction infrastructure fund managed by Morrison, a leading global infrastructure investment firm with a long history of managing investments in listed infrastructure companies. Morrison invests in a concentrated global portfolio of infrastructure assets that are exposed to multi-decade tailwinds by investing wisely in ideas that matter in the infrastructure sector.
This Fund has a risk rating of 6 out of 7 (very high risk).
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.
Since inception (after fees before tax)
Unit price as at
Status:
Senior Investment Analyst for Global and UK & Europe Funds (UK)MSC HONS
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Senior Investment Analyst for Global and UK & Europe Funds (UK)(MSC HONS)
Toby is responsible for researching and conducting detailed analysis on British, European and global companies.
He is a Senior Analyst for the Global Growth Fund, Global Growth 2 Fund, Growth UK & Europe Fund and Property & Infrastructure Fund.
Prior to joining Pie in 2019, Toby worked in equity sales with a focus on selling European small and mid cap equities into the London investment community. Toby has 15 years’ experience working at Berenberg, Morgan Stanley and, most recently, Hauck & Aufhaeuser.
Toby holds a MSc in History (Hons) from Edinburgh University.
Toby is a shareholder of Pie Funds.
Investment Analyst – Property & Infrastructure (NZ)BE (Hons), CFA
Investment Analyst – Property & Infrastructure (NZ)(BE (Hons), CFA)
Matt is responsible for conducting research on global equities and providing investment recommendations for the international funds. He is an Analyst for the Property & Infrastructure Fund.
Prior to joining Pie in 2020, Matt worked as a Senior Financial Analyst at Shareclarity.
Matt holds a Bachelor of Engineering with Honours from the University of Canterbury and is a CFA charterholder.
Founder and Chief Investment Officer (NZ)BSS, NZX DIP
Founder and Chief Investment Officer (NZ)(BSS, NZX DIP)
Mike is the Founder and CIO of Pie Funds, as well as Chairman of the Investment Committee. As CIO, he focuses on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully. Mike is also the Portfolio Manager for a number of Pie's products.
Prior to starting Pie Funds in 2007, he worked in a variety of roles in the financial industry both here and in the UK, including as a banking analyst for HBOS and an equities dealer for ABN Amro. Having purchased his first shares at the age of eighteen, Mike went on to grow his own personal portfolio and then that of friends and family, before starting Pie Funds about ten years later.
Mike is a substantial shareholder of Pie Funds.
Email: [email protected]
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