Mike Taylor founded Pie Funds with the simple philosophy of outperforming the markets by investing in growth companies.
Having purchased his first shares at the age of 18, Mike went on to grow his own personal portfolio and then that of friends and family.
Mike worked in a number of financial roles both here and in the UK. Believing many funds were serial underperformers, he launched Pie Funds in 2007.
Fast forward over a decade, and Pie’s goal is still to focus on above-average client returns through active management, and to provide investors with outstanding client service.
BOUTIQUE We have an absolute commitment to providing strong performance, excellent communication and service. Pie Funds has around 3,000 highly valued clients.
BESPOKE Pie has a range of specialised actively managed investment funds. Our fund managers focus on selecting high-growth, quality companies with great management and competitive advantage.
FOR YOU Regular updates and a state-of-the art personalised member portal help you stay across your portfolio, whether you’re a Pie Wealth client or on track to reach other financial goals.
The industry has recognised Pie’s achievements via numerous awards and accolades over the years, but we are proud of the wealth we have created for our clients most of all.
With uncertain times ahead, many clients recommended we share our investing principles more widely.
We believe in skin in the game. Investing should be a partnership and that’s why we invest alongside our clients. In fact, more than 7% of the money that we manage is the personal investments of our staff, directors and shareholders.
To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements
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.
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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.