Annualised since inception (after fees before tax)
Unit price as at
Status
We look for globally listed companies and Exchange Traded Funds (ETFs) with two main characteristics: they can provide long-term capital growth and they have lower exposure to carbon emissions and fossil-fuel reserves. 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. A key part of the process is assessing a company’s existing carbon emissions and fossil-fuel exposure; and how well they are positioned to transition to a low-carbon global economy.
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 June 2020
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.
Victoria Harris Senior Investment Analyst & Portfolio Manager BCOM
Victoria is responsible for researching and conducting detailed analysis of global companies.
She is the Portfolio Manager of the Global Growth 2 and JUNO KiwiSaver Balanced Fund. Victoria is also Portfolio Manager of the Global Growth and Growth UK & Europe Funds, with research and analytics input from Guy Thornewill and Toby Woods.
Prior to joining Pie in 2017, Victoria worked at Milford Asset Management in Sydney and Auckland as a Senior Analyst and Co-Portfolio Manager covering Australasian equity markets.
Victoria holds a Bachelor of Commerce from the University of Canterbury in New Zealand.
Victoria 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
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.