Guy Thornewill (Head of Global Research, UK) and Toby Woods (Senior Investment Analyst - Global Funds, UK) visiting European companies in May 2024.

Our teams are on the ground, meeting directly with companies and their management, ensuring we have a deep understanding of the markets we invest in, which aligns with our Investment Pillar #4 - Know the People.

Our Global Growth Fund, launched in 2013, invests predominantly in listed smaller companies. The Global investment team, based in London, is constantly evaluating how the fund can adapt to the current environment and generate long-term outperformance. Our core investment objective has remained unchanged since Pie's inception: to find high-quality growth companies with strong balance sheets and great management teams.

We believe in a focused approach to investing, typically holding a small number of investments that our global investment team has high conviction in. These concentrated portfolios tend to be higher risk but aim to deliver clients higher returns over the long term. We manage our funds in accordance with a robust risk framework, always acting in the best interests of our investors. At Pie, we have aligned interests as we have skin in the game and invest alongside our valued clients.

Our commitment extends beyond investment returns. We value our client relationships and strive to provide excellent communication and service. At Pie Funds, you're not just a number; you're a valued partner in our journey of aiming to deliver superior investment outcomes.

Invest In Our Global Funds

Investing with Pie Funds means you’re joining a team dedicated to a disciplined and strategic investment approach. Our global funds are designed to invest in opportunities in various markets:

• Global Growth Fund: Launched in 2013, this fund focuses on capital growth by investing in smaller international companies, managed funds, and products, providing global diversification.
• Global Growth 2 Fund: This fund aims for capital growth by investing in large international companies and ETFs across developed and emerging markets.
• Growth UK & Europe Fund: This fund aims to generate capital growth by investing in smaller UK and European companies with high earnings growth potential over a period exceeding five years.

Our investment pillars underpin our approach across all our funds. By adhering to these principles, we aim to deliver superior long-term returns for our investors. 

Information is current as at 21 May 2024. Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). Any advice is given by Pie Funds Management Limited and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Schemes' investment funds, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our product disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a reliable indicator of future returns. Returns can be negative as well as positive and returns over different periods may vary.