3/30/2022 11:00:00 PM

What’s the key to reaching your investing goals?


Inflation, interest rates, and volatility - there’s a lot happening at the moment. Some investors might be feeling nervous. So what is the secret to riding out the current volatility to be a successful investor? 

The key is investing for the long term.

Investing over a long period, say over 10 years, can help grow your wealth. This gives you time to weather market ups and downs. In the short term, your investment might fall, but over the long term it should increase. Ups and downs are a normal part of investing, and growth or aggressive funds experience the highest volatility, in return for potentially higher returns over the long term.

This is particularly true in the case of our award-winning Australasian Dividend Growth Fund. We are exceptionally proud of this fund’s performance, which has given strong long-term returns to our highly valued clients. The fund has a risk rating of 5 out of 7 (high risk). It also won Research IP’s Australasian Equities Fund of the Year, 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 their fund.

+ Selects 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.

+ Has been one of Pie’s best performing funds
The Australasian Dividend Growth Fund has significantly outperformed its market index for more than 10 years. The fund has an annualised return since inception of 18.1%*, compared to its market index return of 4.8% for the same period. It is a result we are very proud of. (Figures are after fees and before tax as at 31 March 2022).

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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 March 2022, showing annualised return since inception. Market index used is XSOAI S&P/ASX Small Ordinaries Total Return Index. The fund was established in 2011.

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 April 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.

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.