Our Responsible Investment Committee brings together people from across all Pie teams. The committee helps decided how ESG matters are identified, researched and monitored in the investment process, and companies we won’t invest in.
Responsible Investment Policy
We think it’s important to be transparent about what activities we don’t invest directly in, and why, so investors can decide whether our approach aligns with their values.
We do not invest directly in companies that are involved in the following activities (although some funds that we invest in may do so):
Tobacco
Companies that manufacture tobacco.
Gambling
Firearms
Controversial weapons
Pornography
New Zealand illegal drugs
Companies cultivating, manufacturing or supplying cannabis plants or products for recreational use as their main business.
Coal
Companies that generate more than 5% of annual revenues from the mining or production of coal.
Oil and gas
Companies whose principal business activity is the exploration, drilling, mining and production of oil and/or gas on land or offshore, where those companies do not have a clear sustainability framework identifying material risks and mitigating actions that support credible carbon emission reduction targets.
Whaling
Companies whose principal business activity is whaling.
Animals for entertainment
Companies that generate more than 5% of annual revenues from animals for entertainment.
We’d love to hear how we can help. Simply call or send an enquiry to speak with our team, or arrange a visit to our offices.
Get in touch
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.