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 31 March 2020 (after fees before tax)


AUSTRALASIAN GROWTH

Growth

14.5% 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

13.2% 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

19.0% 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

8.5% 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

7.8% 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

3.3% 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

-4.3% 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

3.8% 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 31 March 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 -9.7% -13.8% -15.9% 2.6% 6.3% 5.7% 9.6% 14.8% 14.5% 431.1% Open
Dividend -18.6% -22.5% -24.9% -12.8% 3.2% 6.1% 7.8% - 13.2% 187.5% Open
Emerging -16.0% -20.2% -12.7% -0.7% 6.0% 10.8% - - 19.0% 238.1% Closed
Global -4.7% -3.7% 1.0% 4.3% 7.0% 7.1% - - 7.8% 63.9% Open
Conservative -2.4% -2.7% -2.4% 0.9% 3.2% - - - 3.8% 20.1% Open
Growth 2 -19.4% -24.2% -26.5% -8.6% 4.1% - - - 8.5% 46.0% Open
Growth UK & Europe -10.1% -11.7% -7.8% -8.4% 0.4% - - - 3.3% 11.9% Open
Climate Friendly -8.3% -10.4% -5.9% -1.4% - - - - -4.3% -8.1% 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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