Annualised since inception (after fees before tax)
Unit price as at
Status
The Fund is designed to grow capital by investing in a small number of growth companies, where we consider value is greatest and the opportunity of earnings growth is high.
We intend to invest mostly in listed UK and European smaller companies, whose potential we do not consider to be fully realised by the market.
By smaller companies, we mean companies we determine have a small Market Capitalisation (the total value of the company’s shares on issue) relative to the exchange that they are listed on.
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 28 Feb 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.
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.
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.
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.
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To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements Investing outside SIPO
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.