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.
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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.
Pie Funds launched in 2007 with a founder and one fund. Today, we’re entrusted with over $2 billion of funds under management and have generated over $400m of wealth for clients over the past 15 years.*
*Client returns figure based on the combined net profit before tax from 2007 to 31 October 2023 for the Pie Funds Management Scheme and the JUNO KiwiSaver Scheme (established in 2018). Funds under management figure as at 31 October 2023, includes both Schemes. Pie Funds opened its first fund on 3 December 2007.
We’d love to hear how we can help. Simply call or send an enquiry to speak with our team, or arrange a visit to our offices.
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To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements
Past performance is not a guarantee of future returns. No person, including the Directors of Pie Funds Management Limited, guarantees the repayment of units in the funds or any returns of units in the funds. Returns can be negative as well as positive and returns over different periods may vary.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.