Pie Funds

Pie Funds Pie is a boutique, New Zealand-owned KiwiSaver, investment fund and wealth manager. And because we invest alongside you, your success is ours.

Mike Taylor founded Pie Funds with the simple philosophy of outperforming the markets by investing in growth companies. He believed most fund managers were serial underperformers, and saw an opportunity to launch a specialist boutique investment firm. Pie has created a brand that is separate and distinct from the styles of most funds managers. Our goal is to focus first and foremost on client returns, and to provide investors with outstanding client service. We offer our investors a unique approach to funds management, and believe this sets us apart from the rest. The industry has recognised Pie’s achievements via numerous awards and accolades over the years, but none we are more proud of than the wealth we have created for our clients. Fast forward over a decade, and Pie’s goal is still to focus on above-average client returns through active management, and to provide investors with outstanding client service. Pie Funds Management Limited (“Pie”) is the issuer and manager of the Pie Funds Management Scheme and the Pie KiwiSaver Scheme (“Schemes”), the product disclosure statements of which can be found at www.piefunds.co.nz. Any advice is given by Pie 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, 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 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 guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary. The information is given in good faith and has been derived from sources believed to be reliable and accurate. However, neither Pie nor any of its employees or directors gives any warranty of reliability or accuracy and shall not be liable for errors or omissions herein, or any loss or damage sustained by any person relying on such information, whatever the cause of loss or damage. No person, including the directors of Pie, guarantees the repayment of units in the Schemes or any returns of units in the Schemes.

▶️ Meet Sam Kingstone, one of Pie’s Investment Advisers!Sam has been with Pie since 2019, and has deep experience in the...
16/09/2026

▶️ Meet Sam Kingstone, one of Pie’s Investment Advisers!

Sam has been with Pie since 2019, and has deep experience in the finance and commerce space in large global companies. This allows him to possess a true understanding of investment markets and what matters to his clients.

If you've got $250k or more invested (or ready to invest) with Pie, you can now work with Sam to identify your best investing strategy and build a portfolio for your investment goals and risk profile.

Outside of work, Sam lives in the sunny North Shore in Auckland with his young family and is a keen outdoorsman. He can often be found hunting, fishing or hiking around New Zealand.

▶️ Get in touch with Sam on [email protected] or 021 0292 1521

Learn more information about Pie’s Investment Advice service: piefunds.co.nz/Investment-Funds/Investment-Advice

The disclosure documents for our financial products and services, plus info on our duties and complaints process, are available at www.piefunds.co.nz.

▶ Introducing Pie Investment Advice: investment advice and strategies, built around you.If you've got $250k+ to invest w...
14/09/2026

▶ Introducing Pie Investment Advice: investment advice and strategies, built around you.

If you've got $250k+ to invest we'll match you up with an Investment Adviser to identify your best investing strategy and work with you to build a portfolio to suit your investment goals and risk appetite.

▶ Learn more: piefunds.co.nz/Investment-Funds/Investment-Advice

The disclosure documents for our financial products and services, plus info on our duties and complaints process, are available at www.piefunds.co.nz.

Congratulations to our CEO Ana-Marie Lockyer, who is joining the Board of Auckland Foundation  as a Trustee, as well as ...
10/09/2026

Congratulations to our CEO Ana-Marie Lockyer, who is joining the Board of Auckland Foundation as a Trustee, as well as joining its Investment Committee, alongside her role leading Pie Funds.

Auckland Foundation connects generous Aucklanders with causes and communities across Tāmaki Makaurau, pooling and investing charitable donations to build long-term funding and impact for the city - a model of community philanthropy that's been growing globally for over a hundred years.

Ana-Marie joins an impressive line-up: the Foundation's ambassadors are Helen Clark and Sir Michael Jones, and she'll sit alongside Jude Dobson, ONZM and others on the Board, chaired by Garth Sinclair.

There's also a natural link for Ana-Marie to financial services: Auckland Foundation works closely with wealth advisers across the industry, and she's looking forward to understanding more about the philanthropic options available to people building giving into their long-term financial plans - with potential learnings for Pie's own advisers and clients along the way.

This new opportunity complements Ana-Marie's other voluntary role on the Board of the Financial Services Council New Zealand - we're proud to see her giving her time and experience to help build lasting impact for Auckland and for New Zealanders.

What will you do with your next investment dollar 🌱 ? We’re teaming up with independent finance website   for a free web...
09/09/2026

What will you do with your next investment dollar 🌱 ?

We’re teaming up with independent finance website for a free webinar for anyone who wants to build wealth beyond residential property.

Whether you’re a homeowner weighing up your next investment, a landlord considering another rental, or simply exploring ways to grow your wealth beyond bricks and mortar, this session will give you a clear roadmap.

Your hosts:
Douglas Shephard from MoneyHub with Mike Taylor, Kent Williams and Dan Bell from Pie.

📅 When: Tuesday 15 September, 6-7pm
💻 Where: Live on YouTube
👉 Register here: https://lnkd.in/eEDvijGb

01/09/2026

One trade has driven more than half of global sharemarket returns over the past 12 months 🌏.

Our Head of Global Equities Kent Williams on the AI hardware trade - and why it's been the standout theme in global markets this year.

Watch the full August Market Update for more on what's driving markets here: https://www.piefunds.co.nz/Market-Insights/Article/market-update-august-2026

26/08/2026

If you only knew one number about your KiwiSaver, what should it be?

Pie CEO Ana-Marie Lockyer and financial journalist and author of 'Your KiwiSaver Questions, Answered' Susan Edmunds both answer what they think every Kiwi should actually know about their KiwiSaver.

Pie Funds Management Limited is the issuer of the Pie KiwiSaver Scheme, the product disclosure statement of which can be found at www.piefunds.co.nz. This is not intended to be financial advice.

18/08/2026

If you're 25 and haven't thought about your KiwiSaver since you signed up, you're not alone. But this is the decade that quietly does the most work.

Financial journalist and author Susan Edmunds sat down with Pie Funds CEO Ana-Marie Lockyer to talk through it.

Time is the one advantage a 25 year old has that no one else does, which is worth spending five minutes on.

Pie Funds Management Limited is the issuer of the Pie KiwiSaver Scheme, the product disclosure statement of which can be found at www.piefunds.co.nz. This is not intended to be financial advice.

Big moment for the team this week - our founder and CIO Mike Taylor was referenced by name in a CNBC column by respected...
18/08/2026

Big moment for the team this week - our founder and CIO Mike Taylor was referenced by name in a CNBC column by respected markets commentator Michael Santoli.

The piece looks at whether the record run in US shares has further to go, and draws on Mike's analysis of how the S&P 500 has repeatedly fallen just short of an "official" -20% bear market five times since 1966 - meaning the market has been through more bear-market-like pain than the history books officially show.

It's a rare thing for analysis from a NZ-based fund manager to make it into this kind of global commentary, and we're proud to see it happen.'

Check out the CNBC column here: https://www.cnbc.com/2026/08/17/santoli-earnings-bonanza-that-lifted-market-to-record-may-not-be-all-that-it-appears-to-be.html

And Mike's original post here: https://www.linkedin.com/posts/miketaylornz_five-bear-markets-since-1966-officially-never-activity-7492789052795027458-dAkh?utm_source=share&utm_medium=member_desktop&rcm=ACoAABUD3VsBG_1gR5tPbT0Y0tVOChDN6i7X-PA

16/08/2026

True or false: once you're enrolled in KiwiSaver, you can set and forget it.

Financial journalist and author Susan Edmunds and Pie Funds CEO Ana-Marie Lockyer share their thoughts, and the answer is more nuanced than most people assume.

🎁 Guess the answer in the comments (true, false, or "it depends") and you'll be in the running for one of 5 copies of Susan's book, Your KiwiSaver Questions Answered.

To enter:

✅ Follow Pie Funds
✅ Comment your answer

Pie Funds Management Limited is the issuer of the Pie KiwiSaver Scheme, the product disclosure statement of which can be found at www.piefunds.co.nz. This is not intended to be financial advice.

Address

Level One, 1 Byron Avenue, Takapuna
Auckland
0622

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+64 9 486 1701

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