Investment Objective & Strategy

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.

The Global Growth Fund gives investors access to a diversified portfolio of smaller international companies. Investments are made directly and through fund managers with similar investment philosophies to Pie Funds, but who invest in different areas or sectors. This fund provides investors global diversification to regions such as UK/Europe, North America, Australasia, Japan and Emerging Markets.

Investment Timeframe

5+ years

Fact Sheet
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Target Investment Mix

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1 Year Return

As at 31 October 2024

17.4%


Since Inception

As at 31 October 2024

8.8% p.a.


Unit Price

As at

$-.--


Risk Indicator

This Fund has a 5 out of 7 risk rating.

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Returns as at 31 October 2024

Fund Performance

Cumulative return since inception

Global Growth

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

Portfolio Team

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Guy Thornewill

Head of Global Research (UK)
BA Hons, CFA
Meet Guy
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Toby Woods

Senior Investment Analyst for Global and UK & Europe Funds (UK)
MSC HONS
Meet Toby
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Mike Taylor

Founder and Chief Investment Officer (NZ)
BSS, NZX DIP
Meet Mike
Latest Quarterly Update
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Resources

Click on the links below to view more information about this fund
Fact Sheet
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Product Disclosure Statement
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Statement of Investment Policy and Objectives
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