Annualised since inception (after fees before tax)
Unit price as at
Status
We look for globally listed companies and Exchange Traded Funds (ETFs) that can provide long-term capital growth. We will look for opportunities across developed and emerging markets.
The Fund is designed to grow capital by investing in global companies, directly and through ETFs.
This Fund has a risk rating of 5 out of 7 (high risk).
Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information, including details of the risks associated with this fund.
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Fact Sheet updated as at 30 September 2023
Total fund return since inception
Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.
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You may also call us on +64 9 486 1701 during business hours.
Mike Taylor Founder and Chief Investment Officer BBS, NZX DIP
Mike is the Founder and CIO of Pie Funds, as well as Chairman of the Investment Committee. As CIO, he focuses on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully. Mike is also the Portfolio Manager for a number of Pie's products.
Prior to starting Pie Funds in 2007, he worked in a variety of roles in the financial industry both here and in the UK, including as a banking analyst for HBOS and an equities dealer for ABN Amro. Having purchased his first shares at the age of eighteen, Mike went on to grow his own personal portfolio and then that of friends and family, before starting Pie Funds about ten years later.
Mike is a substantial shareholder of Pie Funds.
Guy Thornewill Head of Global Research BA Hons, CFA
Guy is responsible for researching and conducting detailed analysis of British, European and global companies. He is also the Head of Global Research and Senior Analyst for the Global Growth Fund, Global Growth 2 Fund and Growth UK & Europe Fund.
Prior to joining Pie in 2018, Guy worked at Ruffer LLP in the UK, and then in Hong Kong as a portfolio manager, covering global equity markets. Guy holds a Bachelor of Arts (Hons) from Oxford University in the UK, and is a Chartered Financial Analyst.
Toby Woods Senior Investment Analyst for Global and UK & Europe Funds MSC HONS
Toby is responsible for researching and conducting detailed analysis on British, European and global companies.
He is a Senior Analyst for the Global Growth Fund, Global Growth 2 Fund and Growth UK & Europe Fund.
Prior to joining Pie in 2019, Toby worked in equity sales with a focus on selling European small and mid cap equities into the London investment community. Toby has 15 years’ experience working at Berenberg, Morgan Stanley and, most recently, Hauck & Aufhaeuser.
Toby holds a MSc in History (Hons) from Edinburgh University.
Toby is a shareholder of Pie Funds
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To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements
Past performance is not a guarantee of future returns. No person, including the Directors of Pie Funds Management Limited, guarantees the repayment of units in the funds or any returns of units in the funds. Returns can be negative as well as positive and returns over different periods may vary.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.