An FE fundinfo Company
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.