Multi-Strategy

The key to this strategy is ensuring that the threshold for investment is high and waiting for the most compelling ideas.

Mike Taylor
FOUNDER, CEO & CIO




AS AT 31 MARCH 2018

Inception

Nov 2017

NA

ANNUALISED RETURN SINCE INCEPTION

4.4%

Total Return since inception*

Open

The Fund

The Multi-Strategy Fund's objective is to deliver positive returns regardless of the movement in equity, interest rate or currency markets. This fund is open. Click here to view the latest Fund Update.

Investment Process

The Fund uses multiple investment strategies, with a bias to equities (including short selling), to help protect and grow capital. The Fund reallocates capital between strategies to respond to market opportunities.

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

To assist in achieving our investment objective, the investment strategies or financial products the Fund may invest in include, but are not limited to: 

  • Equities long or short
  • Fixed interest 
  • Cash - multi-currency
  • Unlisted investments
  • Property
  • Derivatives such as equity options, futures, ETF's (Exchange Traded Funds) and CFD's (Contracts for Difference). 

Meet the Managers

Mike Taylor: Mike is the Founder, CEO and CIO of Pie Funds. He is also the Co-Portfolio Manager of the Multi-Strategy Fund. Click here to read Mike’s full profile.

Doug Jopling: Doug is responsible for researching and conducting detailed analysis across multiple investment strategies. He is also the Co-Portfolio Manager of the Multi-Strategy and Growth Funds. Click here to read Doug’s 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.