10/18/2021 11:00:00 PM

Long-term investment can bring big benefits


When it comes to being successful as an investor, there are a few things that can help. Having a diversified portfolio that suits your risk level and doing your research first are a couple. However, I believe taking a long-term approach to your investing is one of the most important. When people invest, they often want instant results. With property, many of us are happy to buy and hold properties for years, even decades, and ride out market highs and lows. Investing in other asset classes should be no different. 

Buy a good quality business (or invest in a good quality fund) that has good prospects, and hold. Collect any dividends along the way. When to sell? Well, just like property, if there is something fundamentally wrong, then exit. Otherwise, why sell?

Decide your long-term strategy and stick to it. Don’t let your emotions get in the way and be sure to ride out any market dips.

Investing over a long period, say over 10 years, can bring big benefits. This is particularly true in the case of Pie’s Australasian Dividend Growth Fund. We are exceptionally proud of this fund’s 10-year performance, which has given strong long-term returns to our highly valued clients.

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).

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 

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