11/10/2021 11:00:00 PM

Pie’s Australasian Dividend Growth Fund has been one of our best performing funds

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Our Australasian Dividend Growth Fund has received recognition by credible investment research company Morningstar, writes CEO + Founder Mike Taylor.

This 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 also received a 5-star Morningstar Rating™ for the 10 years to 31/10/2021, out of 14 Equity Region Australasian funds.

It received a 5-star Overall Morningstar Rating™ out of 25 Equity Region Australasian funds as at 31/10/2021. These are achievements we are very proud of.

It is fantastic to receive recognition by credible independent investment research companies such as Morningstar. The company has extremely high standards and uses strong methodology to compare investment funds.

For the Dividend Growth Fund, thinking differently and applying a high conviction strategy has been 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. 

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

Investing over a long period, say over 10 years, can bring big benefits. This is particularly true in the case of our 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 fund does however have a risk rating of 5 out of 7 (high risk) so it’s important to read the Product Disclosure Statement before deciding whether to invest.

View Dividend Growth Fund

Pie’s Australasian Dividend Growth Fund:

+ 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 19.0%*, compared to its market index return of 4.7% for the same period. It is a result we are very proud of. The fund has returned 481.07% since inception in 2011.(Figures are after fees and before tax as at 31 October 2021).

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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 31 October 2021, showing annualised 10-year return. Market index used is XSOAI S&P/ASX Small Ordinaries Accumulation Index 

View latest Morningstar results here.

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.