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.
Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information.
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Fact Sheet updated as at 30 April 2021
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 Executive Director, Founder & CEO BBS, NZX DIP
Mike is the Founder and CEO of Pie Funds, and Chairman of the Investment Committee. He is also the Portfolio Manager of the Chairman’s Fund, Global Growth 2 Fund and Conservative Fund. Mike is also Portfolio Manager for the JUNO KiwiSaver Conservative Fund and JUNO KiwiSaver Balanced Fund.
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. His early career provided him with a diverse range of experience across the finance sector which Mike has used successfully in his roles as CEO and portfolio manager. Mike has a Bachelor of Business Studies in Finance from Massey University and a NZX Diploma. 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 roughly ten years later.
Mike is a substantial shareholder of Pie Funds.
Guy Thornewill Head of Research UK and Europe & Senior Investment Analyst BA HONS, CFA
Guy is responsible for researching and conducting detailed analysis of British, European and global companies.
He is also the Head of 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 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.
Guy is a shareholder of Pie Funds.
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.
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Product Disclosure Statements
The JUNO KiwiSaver Scheme is owned, managed and issued by Pie Funds. Click to join below.
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. The JUNO KiwiSaver Scheme is owned, managed and issued by Pie Funds.
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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.