Where investments are highly considered, deeply evaluated and carefully selected.

For investors where we take the time and make the effort to get to know them, beyond the numbers.

We get closer to the detail, to the markets, to the businesses we invest in, so you don’t have to.

Pie offers a suite of actively managed investment funds, with a choice of different risk and return profiles.  


Why Choose Pie?

Selective, insightful investing
We're for the more invested.
Because we're more invested, too.
1

More Invested

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2

Digging Deeper

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3

Personal Connection

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Australasian Funds Australasian Funds


Growth*

13.31%

Annualised return
since inception

The Growth Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller companies.

Inception date: Dec 2007
Status: Open

Returns as at 31 March 2024


Growth 2*

11.83%

Annualised return
since inception

The Growth 2 Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller and medium companies.

Inception date: Aug 2015
Status: Open

Returns as at 31 March 2024


Dividend Growth*

16.43%

Annualised return
since inception

The Dividend Growth Fund's objective is to generate income and capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller and medium companies that pay dividends or will produce cash-flow available for future distributions.

Inception date: Sep 2011
Status: Open
Current Distribution: Six-monthly

Returns as at 31 March 2024


Emerging*

18.77%

Annualised return
since inception

The Emerging Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian emerging companies.

Inception date: Apr 2013
Status: Closed

Returns as at 31 March 2024


Global Funds Global Funds


Global Growth*

9.37%

Annualised return
since inception

The Global Growth Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed international smaller companies, international managed funds and other products issued by Pie Funds.

Inception date: Sep 2013
Status: Open

Returns as at 31 March 2024


Global Growth 2*

5.20%

Annualised return
since inception

The Global Growth 2 Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed international large companies.

Inception date: May 2018
Status: Open

Returns as at 31 March 2024


Growth UK & Europe*

8.62%

Annualised return
since inception

The Growth UK & Europe Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed UK & European smaller companies.

Inception date: Nov 2016
Status: Open

Returns as at 31 March 2024


Diversified and Fixed Income Funds Diversified and Fixed Income Funds


Conservative*

3.86%

Annualised return
since inception

The Conservative Fund's objective is to preserve capital (with some growth) which outperforms the market index over a period exceeding three years. The Fund invests predominantly in fixed interest securities and some cash, with an allocation to equities (directly or through other products issued by Pie Funds).

Inception date: Apr 2015
Status: Open
Current Distribution: Quarterly

Returns as at 31 March 2024


Chairman’s*

10.18%

Annualised return
since inception

The Chairman's Fund's objective is to generate capital growth over a period exceeding five years. The Fund seeks to provide investors with long-term capital growth by accessing the higher potential growth of predominantly smaller companies. It does this by investing predominantly in the other Pie Funds products. Minimum investment $500,000.

Inception date: Sep 2014
Status: Open

Returns as at 31 March 2024


Fixed Income*

2.46%

Return
since inception

The Fixed Income Fund's objective is to preserve capital (with some growth) which outperforms the market index over a period exceeding three years. The Fund invests predominantly in New Zealand and international fixed interest securities.

Inception date: Dec 2023
Status: Open

Returns as at 31 March 2024


Property & Infrastructure*

5.72%

Return
since inception

The Property & Infrastructure Fund's objective is to generate capital growth over a period exceeding seven years. The Fund invests predominantly in listed property and infrastructure securities, directly and/or through externally managed funds.

Inception date: Dec 2023
Status: Open

Returns as at 31 March 2024

* Figures are calculated after fees and before any individual applicable tax.

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