Which option is right for you?

We have a range of investment funds to suit different risk and return profiles. You can diversify and choose multiple funds or invest in a single fund if you want something specific. The minimum investment amount is $25,000 per fund or our authorised financial advisers will help with investment amounts over $500,000 to decide what’s appropriate for your goals and circumstances.

Returns as at 30 April 2020 (after fees before tax)


AUSTRALASIAN GROWTH

Growth

15.48% Annualised return since inception

The Growth Fund’s objective is to deliver long-term capital growth by investing in smaller growth companies listed in New Zealand and Australia.

Inception date: Dec 2007
Status: Open

Dividend

14.64% Annualised return since inception

The Dividend Fund’s objective is to deliver long-term capital growth and six-monthly dividend payments by investing predominantly in smaller dividend-paying companies listed in New Zealand and Australia.

Inception date: Sep 2011
Status: Open

Emerging

21.73% Annualised return since inception

The Emerging Fund’s objective is to deliver long-term capital growth by investing in very small companies listed in New Zealand and Australia.

Inception date: Apr 2013
Status: Closed

Growth 2

13.02% Annualised return since inception

The Growth 2 Fund’s objective is to deliver long-term capital growth by investing in smaller and medium growth companies listed in New Zealand and Australia.

Inception date: Aug 2015
Status: Open


GLOBAL GROWTH

Global

8.57% Annualised return since inception

The Global Fund’s objective is to deliver long-term capital growth by investing in smaller global growth companies and select offshore externally managed funds.

Inception date: Sep 2013
Status: Open

Growth UK & Europe

4.00% Annualised return since inception

The Growth UK & Europe Fund's objective is to deliver long-term capital growth by investing in smaller growth companies listed in the United Kingdom and Europe.

Inception date: Nov 2016
Status: Open

Climate Friendly

-2.57% Annualised return since inception

The Climate Friendly Fund’s objective is to deliver long-term capital growth by investing in large companies globally. The Fund will mostly invest in companies with lower exposure to carbon emissions and fossil-fuel reserves.

Inception date: May 2018
Status: Open


DIVERSIFIED

Conservative

4.14% Annualised return since inception

The Conservative Fund’s objective is to outperform bank rates by investing about 80% in cash & fixed income and 20% in equities and other financial products, directly or through other Pie funds.

Inception date: Apr 2015
Status: Open

Performance Overview

Returns as at 30 April 2020 (after fees before tax)

Fund   1 month 3 months 6 months 1 year 3 years (p.a) 5 years (p.a) 7 years (p.a) 10 years (p.a) Since inception (p.a) Total since inception Status
Growth 12.40% -4.58% -3.97% 9.98% 11.79% 7.51% 11.33% 16.21% 15.48% 496.96% Open
Dividend 13.07% -14.16% -14.85% -3.51% 7.54% 8.44% 10.02% - 14.64% 225.05% Open
Emerging 18.92% -11.51% -0.38% 13.83% 12.54% 14.06% 21.73% - 21.73% 302.01% Closed
Global 5.56% -3.70% 5.76% 8.41% 8.06% 8.07% - - 8.57% 72.99% Open
Conservative 2.14% -1.14% -0.53% 2.13% 3.94% 4.14% - - 4.14% 22.72% Open
Growth 2 22.10% -6.86% -11.43% 3.30% 11.75% - - - 13.02% 78.23% Open
Growth UK & Europe 2.50% -13.48% -3.48% -7.97% -0.26% - - - 4.00% 14.69% Open
Climate Friendly 3.32% -8.97% -3.58% -2.17% - - - - -2.57% -5.07% Open

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

Fund Unit Price ($) Date
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