Annualised since inception (after fees before tax)
Unit price as at
We look for companies that exhibit two major characteristics: value and growth. These are companies listed in Australia and New Zealand. We believe that it is better to focus our attention on a handful of carefully selected investments, so we will typically have no more than 35 of our best ideas in the Fund.
The Fund is designed to grow capital by investing in a small number of growth companies where we consider value is greatest and the opportunity of earnings growth is high. We focus on those companies with a sustainable dividend.
We intend to make bi-annual income distributions from Fund declared on or about 30 June and 31 December, or units can be reinvested as requested.
Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information, including details of the risks associated with this fund.
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Fact Sheet updated as at 31 January 2024
Total fund return since inception
Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.
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Mike RossLead Portfolio Manager MCOM,
Mike is the Lead Portfolio Manager of the Australasian Dividend Growth Fund and Co-Portfolio
Manager of the Australasian Growth Fund.
Mike has been the lead Portfolio Manager of the Australasian Dividend Growth Fund since 2018. He joined Pie in 2015 as an investment analyst.
Mike holds a Master of Commerce (Finance) and BA (Media & Communications) from the University of New South Wales.
Michael GoltsmanCo-Portfolio Manager
Michael is the Lead Portfolio Manager of the Australasian Growth Fund and the Co-Portfolio
Manager of the Australasian Dividend Growth Fund. He is also responsible for conducting
research on Australasian equities.
Prior to joining Pie, Michael worked at Ophir Asset Management as a Portfolio Manager. Before
that, he was previously based in London, working as head of Citi’s UK Small & Mid Cap
equity research team.
Michael holds a Bachelor of Commerce with Majors in Actuarial Studies and Finance from the
University of New South Wales. He is a CFA charterholder.
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Product Disclosure Statements
Pie KiwiSaver Scheme has a range of actively managed funds, led by our local and global investment team that aim to provide expert insights and above-average returns over the long-term.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.
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