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Fact Sheet updated as at 31 January 2024

Fund Performance

Total fund return since inception

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

 
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Portfolio Team

Mike Ross

Mike Ross
Lead Portfolio Manager
MCOM, BA

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 Goltsman

Michael Goltsman
Co-Portfolio Manager
BCOM

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.

Resources

Click on the links below to view more information about this fund

[Australasian Dividend] Fact Sheet
[Australasian Dividend] Latest Quarterly Fund Update
[Australasian Dividend] Product Disclosure Statement (PDS)
Statement of Investment Policy and Objectives (SIPO)

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