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Simplified Prospectus
Annual Information Form
Financial Statements
For six months ended June 30, 2009
Management Reports of Fund Performance
Class A-1 Income* (Series A, F and I)
Class B-1 Canadian Equity* (Series A, F and I)
Class C-1 U.S. Equity* (Series A, F and I)
Class D-1 International Equity* (Series A, F and I)
Class E-1 Emerging Markets Equity* (Series A, F and I)
Class F-1 Alternative Strategies* (Series A, F and I)
* Classes of shares of PIE Portfolio Index Evolution Corporation
The PIE Philosophy: The Value of Indexing
 
Diversification

The six PIE funds are constructed from broad-based passive indexes diversified by market capitalization (large-, mid-, and small-cap) and style (growth, value, and blend) across three asset classes and four geographic regions. 
 
Broad-based index diversification
The six funds offered by the Portfolio Index Evolution Corporation (PIE) are constructed from broad-based passive indexes diversified by market capitalization (large-, mid-, and small-cap) and style (growth, value, and blend) across three asset classes and four geographic regions. The funds have a corporate class structure, which means there is no taxable disposition on rebalancing and tax reporting is delivered all at once.

The PIE funds use up to 30 indexed ETFs to create portfolios. Using passive index assets means the funds have relatively low turnover. A broad cross-section of index methods and styles reduces guesswork, style drift, tracking error, asset weight surprises, and high trading fees. Read more…
The benefits of rebalancing
Funds are periodically rebalanced to maintain the target risk level for the portfolio. This gets around the key weakness of a buy-and-hold strategy, which can expose investors to dramatic shifts in risk profile and lengthy periods of underperformance. The disciplined rebalancing method used in the PIE Funds follows a buy low/sell high philosophy rather than a market timing approach, which has proven to be mostly ineffective as a successful portfolio management tool.
Option-writing overlay
The PIE Funds are unique in that the manager can sell unlevered covered options to manage fund risk and generate tax-advantaged cash flow. The ability to write options provides the manager with a powerful additional tool to enhance fund performance during periods of secular market weakness.
The PIE Funds
PIE Income Fund
PIE Canadian Equity Fund
PIE US Equity Fund
PIE International Equity Fund
PIE Emerging Markets Fund
PIE Alternative Strategies Fund
 
 
 
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The PIE Funds are offered by prospectus by PIE Portfolio Index Evolution Corporation, which is related, connected, and managed by R.N. Croft Financial Group Inc., which also acts as investment advisor to the Fund. Performance is not guaranteed. Portfolio values change frequently, and past performance may not be repeated.