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 28 February 2020 (after fees before tax)


AUSTRALASIAN GROWTH

Growth

15.6% 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

16.1% 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

22.3% 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

13.9% 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

8.7% 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

6.8% 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

0.1% 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

4.4% 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 28 February 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 -6.0% -4.4% -7.0% 13.9% 9.9% 7.8% 11.8% 16.7% 15.6% 488.2% Open
Dividend -6.8% -5.9% -4.2% 7.4% 11.3% 10.7% 11.1% - 16.1% 253.1% Open
Emerging -11.4% -4.4% 8.5% 18.7% 12.3% 15.0% - - 22.3% 302.6% Closed
Global -4.2% 2.9% 6.4% 10.8% 9.8% 8.2% - - 8.7% 72.0% Open
Conservative -0.8% -0.5% 0.6% 3.7% 4.3% - - - 4.4% 23.1% Open
Growth 2 -5.3% -11.4% -5.6% 13.6% 12.4% - - - 13.9% 81.1% Open
Growth UK & Europe -6.2% 2.0% 3.1% 3.9% 5.8% - - - 6.8% 24.4% Open
Climate Friendly -4.0% -0.9% 2.3% 8.6% - - - - 0.1% 0.2% 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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