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Today is 22nd May, 2025
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We’ve upgraded your investor portal

Let’s walk through some of the new features.

Home

View a snapshot of your current investment value and returns. You can find your account number on each page.

Investment Details

View the details of your investment(s) in a table – no more clicking back and forth. You can also export this information to Excel.

Investment Performance and Report

You can view your investment performance, together with your account activity, during a certain period. You can also download and print this information.

Account Settings

It’s easy to update your PIR (prescribed investor rate) and phone number in your account settings.

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Annual Tax Statements

You will likely be aware that we are coming to the end of the tax year. The IRD or your accountant might be wondering when you can expect to receive your Annual Tax Statement from Pie Funds.

These will be delivered to you within the first two weeks of May 2023. You will receive an email when the Tax Statements are available in the ‘Documents’ section of your Investor Portal.

If you need any further information, please contact your Relationship Manager or the Pie Funds office on +64 9 486 1701.

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The information made available on this portal is not financial advice. Balances displayed are shown at the latest available unit price which may not be today's price and may not reflect any tax you may have to pay. Please contact us for the most up-to-date information. Pie Funds Management Limited is the issuer and manager of the Pie Funds Management Scheme. For information about the advice we can provide, our duties and complaints process, or to obtain access to our product disclosure statement, please visit www.piefunds.co.nz. Please see a financial adviser for tailored advice. Past performance is not an indicator of future returns. No person, including the directors or shareholders of Pie Funds, guarantees the repayment of units in the funds or any particular returns.