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Fact Sheet updated as at 30 September 2023

Fund Performance

Total fund return since inception

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

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Portfolio Team

Kent Williams

Kent Williams
Lead Portfolio Manager
BMathFin, FRM

Kent is the Lead Portfolio Manager of the Australasian Emerging Companies Fund and Co-Portfolio Manager of the Australasian Growth 2 Fund.

Prior to joining Pie in 2022, Kent spent eight years in AMP Capital’s Sydney-based small cap team as an Analyst. Before that, he worked at Suncorp as an  Investment Analyst.

Kent holds a Bachelor of Mathematics and Finance from the University of Technology, Sydney.

He is also a Certified Financial Risk Manager.

Michelle Lopez

Michelle Lopez
Head of Australasian Equities and Co-Portfolio Manager

Michelle is head of the Pie Funds Australasian team, based in Sydney. She is the Lead Portfolio Manager for the Australasian Growth 2 Fund and the Co-Portfolio Manager for the Australasian Emerging Fund, and responsible for implementation of the Australasian investment strategy, portfolios, and team.

Prior to joining the company in 2023, Michelle was Head of Australian Equities at abrdn, where she worked for 18 years.

Michelle has been researching and investing in equity markets for close to two decades, including significant small cap experience. She has managed a team for many years as well as played an integral role in providing strategic insights for abrdn’s Australian business as Director.

Prior to abrdn, Michelle was a quantitative analyst at Willis Towers Watson.

Michelle holds a Bachelor of Applied Finance and a Bachelor of Commerce from Macquarie University, Sydney. She is a CFA charterholder.

Michelle is a shareholder of Pie Funds


Click on the links below to view more information about this fund

Fact Sheet
[Australasian Emerging] Latest Quarterly Fund Update
[Australasian Emerging] Product Disclosure Statement (PDS)
Statement of Investment Policy and Objectives (SIPO)

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