Slice of Pie Newsletter
3/5/2020 11:00:00 PM
In this month's newsletter, Mike’s update on how we see things unfolding us coronavirus fall-out spreads.
2/6/2020 11:00:00 PM
In this month's newsletter, Mike’s update on how we see Coronavirus affecting markets and how we plan to help protect your capital.
1/10/2020 11:00:00 PM
In this month's newsletter, Mike shares what we’ve learned to shape our approach to 2020.
12/5/2019 11:00:00 PM
In this month's newsletter, Mike looks at why markets thrived despite a backdrop of slowing economic growth and political unrest.
11/7/2019 11:00:00 PM
In this month's newsletter, Mike talks about a double-edged sword for Small Cap investors.
10/7/2019 11:00:00 PM
The music is slowing down but there's life in the bulls yet.
9/7/2019 12:00:00 AM
In this month's newsletter Mike talks about the strong results for the Growth and Growth 2 Funds and what's trending in the markets.
8/7/2019 12:00:00 AM
In this month's newsletter Mike talks about the market disruptors that make up the best (and worst) performing investments since the start of the bull run in 2009.
7/9/2019 12:00:00 AM
The past year has taught Mike to forget Trump and Xi and that it’s important to concentrate on central banks, not politicians.
6/10/2019 12:00:00 AM
Pie's stock picking ability showed its strength in May, despite a continuing trade war between Trump and China.
5/8/2019 12:00:00 AM
Mike believes Santa has finally delivered returns, a record month for the Growth 2 and Climate Friendly funds, after the Christmas Eve correction in December last year.
4/9/2019 12:00:00 AM
Mike explains how the yield curve inversion can be a guide for future market movements and why our high cash levels have helped performance during the first quarter.
3/7/2019 11:00:00 PM
Mike believes Capital Gains tax (CGT) is on its way for residential property, but shares and KiwiSaver appear safe for the time being. February performance was a cracker, despite data continuing to show slowing world economy.
2/8/2019 11:00:00 PM
Los Angeles Angels supporters believe in the power of the Rally Monkey, while markets believe in the power of the Fed. Mike saw this reflected in January performance as the Fed changed their outlook on interest rates and QE.
1/10/2019 11:00:00 PM
We’re playing with a straight bat for now and are ready for whatever markets throw at us. Despite global lows, Mike believes we've done well to outperform the funds' indexes.
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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performance metrics and global updates from the investment team.
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.