Since inception (after fees before tax)
Unit price as at
When selecting an investment we handpick a small number of companies, with sustainable cashflows, industry tailwinds and key assets that are vital to our communities. Investments are made directly and through fund managers with similar investment philosophies to Pie Funds.
The Fund invests approximately 50% into a high-conviction infrastructure fund managed by Morrison, a leading global infrastructure investment firm with a long history of managing investments in listed infrastructure companies. Morrison invests in a concentrated global portfolio of infrastructure assets that are exposed to multi-decade tailwinds by investing wisely in ideas that matter in the infrastructure sector.
This Fund has a risk rating of 6 out of 7 (very 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 31 January 2024
Mike Taylor Founder and Chief Investment OfficerBBS, 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.
Toby Woods Senior Investment Analyst for Global and UK & Europe FundsMSC 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 and Property & Infrastructure 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
Investment Analyst – Global(BE (Hons), CFA)
Matt is responsible for conducting research on global equities and providing investment recommendations for the international funds. He is an Analyst for the Property & Infrastructure Fund.
Prior to joining Pie in 2020, Matt worked as a Senior Financial Analyst at Shareclarity.
Matt holds a Bachelor of Engineering with Honours from the University of Canterbury and is a CFA charterholder.
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To Invest with Pie Funds' investment funds, read the PDS and complete the online application form.
Product Disclosure Statements
Pie KiwiSaver Scheme has a range of actively managed funds, led by our local and global investment team that aim to provide expert insights and above-average returns over the long-term.
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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.
You have now been redirected to the Pie Funds site, your KiwiSaver Scheme Manager.
Please note that the JUNO KiwiSaver Scheme has undergone a name change and has a new site.