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Fact Sheet updated as at 31 January 2024

Fund Performance

Total fund return since inception

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All figures are calculated before fees and before any individual applicable tax.

Portfolio Team

staff-miketaylor.jpg

Mike Taylor
Founder and Chief Investment Officer
BBS, 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.

Travis-Murdoch.jpg

Travis Murdoch
Head of Fixed Income and Portfolio Manager
BCOM, LLB

Travis is responsible for research and portfolio management of the company’s fixed income strategies. He is the Lead Portfolio Manager for the Fixed Income Fund and the Co-Portfolio Manager of the Conservative Fund, and the Pie KiwiSaver Scheme Funds.

Prior to joining the company in 2022, Travis was a Portfolio Manager at Milford Asset Management. Before that, he worked in a variety of roles in the UK, including as Portfolio Manager at JP Morgan Asset Management and Cairn Capital.

Travis holds a Bachelor of Commerce degree majoring in finance and a Bachelor of Laws degree from the University of Otago.

Resources

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

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

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