5/31/2022 12:00:00 AM

The strategy that has led to our fund’s success


Our Australasian Dividend Growth Fund portfolio favours companies exposed to growth tailwinds, led by founders or management with skin in the game, says Mike Taylor, CEO and Founder.

Thinking differently and applying a high-conviction strategy has been key to the success of the fund, Taylor says.

This means the fund holds a relatively concentrated portfolio, so returns may depend on the performance of individual investments. The concentrated exposure means there could be increased volatility and the Australasian Dividend Growth Fund may experience significant variation in performance, compared to other similar funds in the market.

The award-winning fund has a risk rating of 5 out of 7 (high risk).

“We actively invest in companies we think have a strong future. Our goal is to invest when they are cheap - before they get popular and expensive,” he says.

“We have employed a consistent strategy of buying predominantly dividend-paying growth companies in Australasia that we believe are undervalued, as well as companies that produce cash-flow available for future distributions.”

The fund also recently won Research IP’s Australasian Equities Fund of the Year 2021, an achievement we are very proud of.

View Dividend Growth Fund

Pie’s award-winning 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.

+ Makes 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 the fund.

+ Selects a small number of 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.

Get in touch

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 31 May 2022. 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 reliable indicator of future performance. Returns can be negative as well as positive and returns over different periods may vary.

Pie’s Australasian Dividend Growth Fund has been named the winner of Research IP's Australasian Equities Fund of the Year. Fund Manager of the Year Awards were announced by Research IP on 2 December 2021. These awards should not be read as a recommendation by Research IP. For further advice on the relevance of this award to your personal situation, please consult your financial adviser, or visit research-ip.com.