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 July 2020 (after fees before tax)


AUSTRALASIAN GROWTH

Growth

16.69% 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: Closed

Dividend

15.95% 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

23.06% 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

17.94% 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 Growth

9.87% Annualised return since inception

The Global Growth 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

6.98% 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

Global Growth 2

2.98% Annualised return since inception

The Global Growth 2 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

4.54% 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 July 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 5.90% 18.24% 12.82% 18.35% 16.64% 10.82% 13.72% 17.95% 16.69% 605.84% Closed
Dividend 4.32% 14.53% -1.69% 2.73% 10.71% 12.04% 11.87% - 15.95% 272.23% Open
Emerging 9.00% 13.81% 0.72% 25.02% 15.97% 16.33% 22.35% - 23.06% 357.53% Closed
Global Growth 1.48% 10.82% 6.71% 18.36% 11.48% 9.69% - - 9.87% 91.70% Open
Conservative 1.01% 3.11% 1.94% 3.99% 4.41% 4.64% - - 4.54% 26.52% Open
Growth 2 9.39% 27.47% 18.72% 24.67% 18.45% - - - 17.94% 127.19% Open
Growth UK & Europe 4.05% 12.29% -2.85% 4.43% 4.03% - - - 6.98% 28.78% Open
Global Growth 2 5.32% 12.55% 2.45% 9.62% - - - - 2.98% 6.84% 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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