Annualised since inception (after fees before tax)
Unit price as at
We look for companies that exhibit two major characteristics: value and growth. These are companies listed in Australia and New Zealand. We believe that it is better to focus our attention on a handful of carefully selected investments, so we will typically have 15 of our best ideas in our Australasian funds.
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 focus on those companies with a sustainable dividend.
Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information.
Enquire nowDownload Fact Sheet
Fact Sheet updated as at 30 April 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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Mark Devcich Chief Investment Officer & Portfolio Manager BCOM, LLB, CFA, CA
Mark is Chief Investment Officer focusing on investment decisions and ensuring Pie’s investment strategy continues to be implemented successfully.
He is also the Co-Portfolio Manager with Chris Bainbridge for the Emerging Fund, and Portfolio Manager of the JUNO KiwiSaver Growth Fund.
Prior to joining Pie Funds in 2010, Mark worked at PricewaterhouseCoopers in both the Financial Assurance and M&A taxation divisions.
Mark has a Commerce and Law degree from the University of Auckland, is a CFA charter holder and a qualified chartered accountant.
Mark 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
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.