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Fact Sheet updated as at 28 Feb 2020

Fund Performance

Total fund return since inception

Created with Highcharts 7.2.1Chart context menuHighcharts data from Google Spreadsheets20182019300 %350 %400 %450 %500 %550 %Highcharts.com

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
 

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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 and Growth UK & Europe Funds.

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.

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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 Climate Friendly and JUNO KiwiSaver Balanced Fund. Victoria is also Portfolio Manager of the Global 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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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 and Growth UK & Europe Funds.   

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.

Resources

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

Fact Sheet
[Growth UK & Europe] Latest Quarterly Fund Update
[Growth UK & Europe] Product Disclosure Statement (PDS)
Statement of Investment Policy and Objectives (SIPO)

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