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Congratulations to the winners and finalists of the 2023 Zenith Fund Awards.

 

Category

Finalists

Winner

 Australian Real Estate Investment Trust

 
 Cromwell Funds Management
 Resolution Capital Limited
 Pendal 
 

 Cromwell Funds Management

 Global Real Estate Investment Trust

 
 Resolution Capital 
 Quay Global Investors
 LaSalle Investment Management (SG Hiscock & Company)
 

 LaSalle Investment Management (SG Hiscock & Company)

 Real Assets

 
 Australian Unity Healthcare
 Dexus 
 Warakirri Asset Management
 

 Australian Unity Healthcare Property

 Infrastructure

 
 ClearBridge Investments Limited
 Macquarie Asset Management
 Maple-Brown Abbott Limited
  

 Macquarie Asset Management

 Global and Diversified Fixed Interest

 
 Perpetual Asset Management Australia
 Macquarie Asset Management
 Colchester Global Investors
 

 Macquarie Asset Management

 Australian Fixed Interest

 
 Metrics Credit Partners
 Realm Investment House
 Challenger Investment Management
 

 Metrics Credit Partners

 Alternative Strategies

 
 Perpetual Asset Management Australia
 Hamilton Lane Advisors
 Colonial First State / Aspect Capital
 

 Hamilton Lane

 Multi Asset - Diversified

  

 MLC Asset Management
 BlackRock 
 Advance Asset Management Limited
 

 MLC Asset Management

 Multi Asset - Real Return 

  

 Perpetual Asset Management Australia
 MLC Asset Limited
 Morningstar Investment Management Australia Limited
 

 Perpetual Asset Management Australia

 International Equities - Emerging Markets and Regional

  

 GQG Partners
 Skerryvore Asset Management
 Lazard Asset Management
 

 GQG Partners

 International Equities - Alternative Strategies

  

 Talaria Asset Management
 Antipodes Partners 
 PM Capital Ltd
 

 PM Capital Ltd

 International Equities - Global

  

 Arrowstreet Capital
 Hyperion Asset Management
 Royal London Asset Management
  

 Royal London Asset Management

 International Equities - Global Small Cap

  

 Dimensional Fund Advisors
 Fairlight Asset Management
 Bell Asset Management Limited
 

 Fairlight Asset Management

 Australian Equities - Alternative Strategies

  

 Merlon Capital Partners
 Perpetual Asset Management Australia
 Milford 
 

 Perpetual Asset Management Australia

 Australian Equities - Small Cap

 
 Spheria Asset Management
 Prime Value Asset Management
 Eiger Capital 
  

 Eiger Capital

 Australian Equities - Large Cap

  

 Lazard Asset Management
 Greencape Capital
 Merlon Capital Partners
 

 Lazard Asset Management

 Sustainable and Responsible Investments - Income

  

 Pendal 
 Altius Asset Management
 Dimensional Fund Advisors
 

 Pendal

 Sustainable and Responsible Investments - Growth

 
 AXA Investment Managers
 Schroders
 Stewart Investors
 

 Stewart Investors

 Index Fund Manager of the Year

  

 iShares by BlackRock
 Vanguard Investments Australia
 Betashares Capital
 

 Vanguard Investments Australia

 Rising Star

  

 Ox Capital Management
 Aikya Investment Management 
 CorVal Investment Pty Ltd
 

 Aikya Investment Management

 Industry Contribution Award

  

 
 Anton Tagliaferro

 Distributor of the Year

 
 Fidante Partners
 Macquarie Asset Management
 Pinnacle Investment Management 

 Fidante Partners

 Fund Manager of the Year

 
 Lazard Asset Management 
 Macquarie Asset Management
 Perpetual Asset Management Australia

 Perpetual Asset Management Australia

 

The Zenith Fund Award finalists were issued on 4 September 2023 and winners were announced on 13 October 2023 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person, including target markets where applicable. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.