Global

This product aims to diversify your portfolio and grow your investments on the global stage by accessing markets and sectors that aren’t easily available to retail investors.

Victoria Harris
SENIOR INVESTMENT ANALYST & PORTFOLIO MANAGER




ALL DATA AS AT 31 MAY 2018

Inception

Sep 2013

10.3

%
p.a.

Annualised return since inception*

59.0%

Total Return since inception*

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The Fund

The Global Fund’s objective is to deliver long-term capital growth by investing in global growth companies and select offshore externally managed funds. This fund is open. Click here to view the latest Fund Update.

Investment Process

The Fund is designed to protect and grow capital by investing in listed smaller companies globally. The Fund can also invest in managed funds also investing in smaller companies, where the managers have similar characteristics to Pie Funds.

Further information about how the investment strategy is implemented is in the SIPO.

If you wish to invest, please download and read the Product Disclosure Statement (PDS) and the Statement of Investment Policy and Objectives (SIPO), then complete the online application form.

Investments

The Global Fund gives investors access to around 500 international companies. These investments are made through a combination of direct equity investments and via top fund managers from around the globe who have with similar investment philosophies to Pie Funds. This fund provides investors global diversification to regions such as UK/Europe, North America, Australasia, Japan and Emerging Markets.

Find out more about our global managers and our top holdings by checking out the latest Global Fund Fact Sheet. 

Meet the Managers

Victoria Harris: Victoria is responsible for researching and conducting detailed analysis of global companies. She is also the Portfolio Manager of the Climate Friendly Fund, and Co-Portfolio Manager of the Global Fund. Click here to read Victoria’s full profile.

Chris WrightChris is responsible for conducting detailed analysis of European and global companies. He is also the Portfolio Manager of the Growth UK & Europe Fund, and Co-Portfolio Manager of the Global Fund. Click here to read Chris' full profile.

 

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* Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.