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.
SENIOR INVESTMENT ANALYST & PORTFOLIO MANAGER
ALL DATA AS AT 28 FEBRUARY 2019
Annualised return since inception*
Total Return since inception*
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.
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.
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 the Portfolio Manager of the Climate Friendly and JUNO KiwiSaver Balanced Fund. Victoria is also Portfolio Manager of the Global and Growth UK & Europe Funds, with research and analytics input from Guy Thornewill. Click here to read Victoria’s full profile.
Guy Thornewill: Guy is responsible for researching and conducting detailed analysis of British, European and global companies. He is also the Head of Research and Senior Analyst for the Global and Growth UK & Europe Funds. Click here to read Guy’s full profile.