Congratulations to the winners of the 2024 Zenith Fund Awards.

 

Category

Finalists

Winners

 Australian Real Estate Investment Trust

 Resolution Capital
 UBS Asset Management (Australia) Ltd and CBRE Investment Management
 Zurich Investment Management Limited / Renaissance Property Securities
 UBS Asset Management (Australia) Ltd and CBRE Investment Management

 Global Real Estate Investment Trust

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

 Real Assets

 Australian Unity Funds Management Limited
 Corval Partners
 Warakirri Asset Management  
 Warakirri Asset Management

 Infrastructure

 ClearBridge Investments Limited
 Lazard Asset Management
 Maple-Brown Abbott Global Listed Infrastructure
 ClearBridge Investments Limited

 Global and Diversified Fixed Interest

 Ares Australia Management 
 Macquarie Asset Management
 PIMCO
 PIMCO

 Australian Fixed Interest

 Challenger Investment Management
 Macquarie Asset Management
 Realm Investment House
 Realm Investment House

 Liquid Alternative Strategies - NEW CATEGORY

 P/E Global – Macquarie Professional Series 
 Regal Funds Management
 Winton Capital Management - Macquarie Professional Series
 Winton Capital Management - Macquarie Professional Series

 Private Markets - NEW CATEGORY

 Hamilton Lane Advisors
 LGT Capital Partners
 Metrics Credit Partners
 Metrics Credit Partners

 Multi Asset - Diversified

 BlackRock Investment Management (Australia) Limited
 MLC Asset Management
 Pendal Institutional Limited
 MLC Asset Management

 Multi Asset - Real Return 

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

 International Equities - Emerging Markets and Regional

 GQG Partners
 Lazard Asset Management
 Robeco 
 GQG Partners

 International Equities - Alternative Strategies

 Acadian Asset Management LLC
 Munro Partners 
 PM Capital Limited
 Acadian Asset Management LLC

 International Equities - Global

 Arrowstreet Capital – Macquarie Professional Series
 GQG Partners
 Hyperion Asset Management
 GQG Partners

 International Equities - Global Small Cap

 Ausbil Investment Management Limited
 Fairlight Asset Management Pty Ltd 
 Fidelity International
 Fairlight Asset Management Pty Ltd 

 Australian Equities - Alternative Strategies

 QVG Capital Pty Ltd
 Regal Funds Management
 Solaris Investment Management 
 QVG Capital Pty Ltd

 Australian Equities - Small Cap

 DNR Capital 
 IML
 Lennox Capital Partners 
 Lennox Capital Partners 

 Australian Equities - Large Cap

 Greencape Capital 
 Smallco Investment Manager
 Solaris Investment Management 
 Smallco Investment Manager

 Sustainable and Responsible Investments - Income

 Altius Asset Management 
 DFA Australia Limited
 Pendal Institutional Limited
 Pendal Institutional Limited

 Sustainable and Responsible Investments - Growth

 Alphinity Investment Management
 Ausbil Investment Management Limited
 Perpetual Investment Management Limited
 Alphinity Investment Management

 Index Fund Manager of the Year

 BetaShares Capital Ltd
 BlackRock Investment Management (Australia) Limited
 Vanguard Investments Australia Ltd
 Vanguard Investments Australia Ltd

 Rising Star

 GCQ Funds Management Pty Ltd
 Pella Funds Management
 Skerryvore Asset Management 
 GCQ Funds Management Pty Ltd

 Industry Contribution Award

 Announced at the awards  Ian Macoun

 Distributor of the Year

 Fidante Partners
 Macquarie Asset Management
 Pinnacle Investment Management 
 Pinnacle Investment Management

 Fund Manager of the Year

 GQG Partners
 MLC Asset Management
 Perpetual Investment Management Limited 
 GQG Partners

 

The Zenith Fund Award finalists were issued on 4 September 2024 and winners will be announced on 18 October 2024 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.