10/18/2021 11:00:00 PM

Celebrating the Australasian Dividend Growth Fund’s 10-year anniversary

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CEO and Founder Mike Taylor explains the key strategy behind the Australasian Dividend Growth Fund’s 10-year strong performance.

Our Australasian Dividend Growth Fund has been one of Pie’s best performing funds and is celebrating its 10-year milestone with performance we are very proud of.

The fund has a 10-year annualised return of 19.2%*, and has provided strong returns to our highly-valued clients.

We’ve had a consistent strategy
We have employed a consistent strategy of buying predominantly dividend-paying growth companies in Australasia that we believe are undervalued. 

This strategy does come with a higher level of risk than some other funds and past results are not an indicator or guarantee that it will be successful in the future (please see our Product Disclosure Statement for more details about risks).

Our active management strategy means we can also be nimble and take advantage of opportunities in growth companies and sectors across Australasia, in this ever-changing pandemic environment. This requires extensive work and research by our investment team.

Thinking differently is important
Thinking differently and applying a high conviction strategy is key. We invest in companies we think have a strong future. Our goal is to invest when they are cheap - before they get popular and expensive. In small cap land, there is no point turning up to the party when everyone is dancing on the tables. In fact, that’s the time to leave. 

View Dividend Growth Fund

Pie’s Australasian Dividend Growth Fund features:

+ Aims for long-term capital growth
Diversify your investments through exposure to Australasian opportunities, as we aim to deliver long-term capital growth.

+ Six-monthly distribution payments
For investors seeking a regular source of income, the fund pays six-monthly distributions. Investors can be paid these directly, or have them reinvested back into their fund to benefit from future returns.

+ Hand-picked smaller high growth Australasian companies
Invest in quality companies hand-picked by the investment team. Our specialised researchers use analysis and experience to identify opportunities that might not be so readily apparent to retail investors. 

+ The fund has been one of Pie’s best performing funds
The Dividend Growth Fund has significantly outperformed its market index over the past 10 years. The fund has a 10-year annualised return of 19.2%*, compared to its market index return of 5.6% from the same period. It is a result we are very proud of.

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Past performance is not a reliable indicator of future performance. Returns can be negative as well as positive and returns over different periods may vary. 

*Figures are after fees and before tax as at 30 September 2021, showing annualised 10-year return. Market index used is XSOAI S&P/ASX Small Ordinaries Accumulation Index (NZD).

View the Product Disclosure Statement (including details of the risks associated with this fund) plus our duties and complaints process, at www.piefunds.co.nz. Information is current as at September 2021. Pie Funds Management Limited is the manager of the funds in the Pie Funds Management Scheme. 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 Pie Funds Management Scheme 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.