Where investments are highly considered, carefully selected, and actively managed.

We take an active approach to investment management, constantly re-evaluating our investments based on in-depth research and analysis, so we can move quickly when things change, and opportunities present.  Our investment team is on the ground in Auckland, Sydney and London, closer to the detail.
We offer a range of actively managed funds with differing risk and return profiles to suit your investment goals. You can diversify and choose multiple funds or invest in a single fund to suit your personal investment strategy.


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Our Investment Funds

We have a range of actively managed Investment Funds with differing risk and return profiles to suit your investment objectives.

Australasian Funds

Growth

Invests predominantly in listed Australasian smaller companies.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Growth 2

Invests predominantly in listed Australasian smaller and medium companies.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Dividend Growth

Invests predominantly in listed Australasian smaller and medium companies that pay dividends or will produce cash-flow available for future distributions.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Emerging (Closed)

Invests predominantly in listed Australasian emerging companies.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Global Funds

Global Growth

Invests predominantly in listed international smaller companies.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Global Growth 2

Invests predominantly in listed international large companies.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Growth UK & Europe

Invests predominantly in listed UK & European smaller companies.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Diversified and Fixed Income Funds

Conservative

Invests predominantly in fixed interest securities and some cash, with an allocation to equities.

Investment timeframe

3+ Years

Risk rating

Lower

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Chairman’s

Invests predominantly in the other Pie Funds products. Minimum investment $500,000.

Investment timeframe

5+ Years

Risk rating

Higher

Learn more

Fixed Income

Invests predominantly in New Zealand and international fixed interest securities.

Investment timeframe

3+ Years

Risk rating

Medium

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Property & Infrastructure

The Fund invests predominantly in listed property and infrastructure securities.

Investment timeframe

7+ Years

Risk rating

Higher

Learn more

Investment Pillars

Want to learn more about our investment strategy?
Every decision we make is underpinned by our five investment pillars.

We believe there’s nothing quite like the motivation of having skin in the game.
That’s why we invest alongside you, with conviction. Over $100m^ of the money we manage comes from our staff, directors, or shareholders.
We look for the same commitment from the founders and managers of the companies we invest in.
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When it comes to investing, you can’t always believe the hype.
And you shouldn’t always follow the herd. That’s why we make decisions based on in-depth research and analysis, not short-term hype.
Always looking for the fundamentals of good businesses, with long-term viability and growth potential.
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The path to profitability is much simpler when you’re riding the prevailing winds – not fighting against them.
But in an age of disruption, winds of investing can shift quickly. So picking them is important.
That’s why we are constantly assessing short and long- term trends to spot clear tailwinds.
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(Not just the numbers)
When driving returns, it matters who’s driving.
The skill, experience, passion, and ability of business leaders really can make all the difference.
That’s why we don’t just get to know the numbers – we get to know the people behind the businesses we invest in too.
Ensuring the senior leaders have the commitment and the capability to drive success (not just charisma).
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Markets go up and down. All we can do is be prepared – and act accordingly.
That’s why we always keep something aside for a rainy day.
Holding cash in our funds and a seasoned approach to increasing it (as far as 100%) to preserve investor capital. Then deploying cash quickly once markets begin to recover.
Ready to act when we see a threat or opportunity.
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Slice of Pie

A Message from Mike: The Sun is shining a little brighter
10/9/2024 1:00:00 AM
A Message from Mike: The Sun is shining a little brighter
Founder and Chief Investment Officer Mike Taylor shares his perspective over the month of October 2024.
Find out more
A Message from Mike: Warren Buffett Turns 94
9/9/2024 12:00:00 AM
A Message from Mike: Warren Buffett Turns 94
Founder and Chief Investment Officer Mike Taylor shares his perspective over the month of August 2024.
Find out more
A Message from Mike: With volatility comes opportunities.
8/5/2024 2:00:00 AM
A Message from Mike: With volatility comes opportunities.
Founder and Chief Investment Officer Mike Taylor shares his perspective over the month of July 2024.
Find out more
A Message from Mike: Investment Insights from the UK & Europe
7/8/2024 2:00:00 AM
A Message from Mike: Investment Insights from the UK & Europe
Founder and Chief Investment Officer Mike Taylor shares his perspective over the month of June, from over in the UK.
Find out more
A Message from Mike: Power Crisis
6/10/2024 12:00:00 AM
A Message from Mike: Power Crisis
Founder and Chief Investment Officer Mike Taylor explores reflects on the power crisis, a concern for us all as winter arrives.
Find out more

Our Other Investment Services

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Whether you’re saving for your first home or your retirement nest-egg, the Pie KiwiSaver Scheme offers a range of actively managed funds to suit every investor.

Wealth block

Pie Wealth is a personalised advice service, tailoring an investment portfolio to your lifestyle and requirements. This service is best suited to individuals, family trusts and entities with $1 million or more to invest.

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