Fund Manager of the Year Awards 2024

In association with SQM Research

The 2024 Financial Newswire/SQM Research Fund Manager of the Year Awards

The team at Financial Newswire is proud to announce that together with our research partner, SQM Research, we are bringing the wholly objective Fund Manager of the Year awards back for 2024 – recognising the best of the best across the Australian Wealth Management Industry.

WHERE

Grand Ballroom
Four Seasons Hotel Sydney
199 George St, The Rocks
Sydney NSW

Dress Code
Business formal / Black tie

WHEN

Thursday, 12 September 2024
6:00pm – 10:30pm

PRICING

Ticket Type

Price

Individual Seat/s

$425

Standard Table of 10

$3,900

Premium Table of 10

$4,500

All pricing excludes GST and card payment surcharges.

REGISTER

Event tickets are available for nominated wealth management industry individuals such as fund managers, funds management executives, financial advisers, superannuation executives and their guests.

Suppliers to the industry (e.g. solution providers to the banking, insurance and wealth management industry) must contact the Financial Newswire team for more information on vendor participation.

For more information, please contact Amy Barratt via or +61 449 137 096.

Purchase tickets

Financial Newswire/FST Media reserves the right to decline registration and entry to the event. Please be aware that delegate tickets are non-refundable.

Should you be unable to attend on the day of the conference, a ‘like-for-like’ substitute is welcome to attend in your stead at no extra charge; provided we are informed of the change up to 14 days prior to the conference. Please be aware that this delegate ticket is non-refundable.

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AWARDS FINALISTS AND WINNERS

2024 FUND MANAGER OF THE YEAR FINALISTS

Australian Equities - Large Cap

AB Concentrated Australian Equities Fund (Class A)
Allan Gray Australia Equity Fund (Class B)
Elston Australian Large Companies Fund – Class A
Lazard Australian Equity Fund (W Class)
Maple-Brown Abbott Australian Share Fund – Wholesale

Australian Equities - Small/Mid Cap

Dimensional Australian Small Company Trust
Investors Mutual Wholesale Australian Smaller Companies Fund
Perpetual ESG Australian Share Fund
Spheria Opportunities Fund
Yarra Ex-20 Australian Equities Fund

Global Equities - Large Cap

AXA IM Sustainable Equity Fund
Dimensional Global Value Trust
GQG Partners Global Equity Fund
MFS Blended Research Global Equity Trust
Vinva Global Systematic Equities Fund

Emerging Markets Equities

Capital Group New World Fund (AU)
Dimensional Emerging Markets Value Trust
GQG Partners Emerging Markets Equity Fund
Pzena Emerging Markets Value Wholesale Fund
Robeco Emerging Conservative Equity Fund (AUD)

A-REITs

Martin Currie Property Securities Fund – Class A
Pendal Wholesale Plus Property Securities Fund
Resolution Capital Core Plus Property Securities Fund – Series II
Resolution Capital Real Assets Fund (Class B)
Zurich Investments Australian Property Securities Fund

G-REITs

CBRE Global Real Assets Fund
Dexus Global REIT Fund
Dimensional Global Real Estate Trust
Quay Global Real Estate Fund (Unhedged)
SGH LaSalle Concentrated Global Property Fund

Listed Infrastructure

BlackRock Global Listed Infrastructure Fund (Class D)
ClearBridge RARE Infrastructure Value Fund – Unhedged
Global Listed Infrastructure Mandate No. 1 Fund
Macquarie International Infrastructure Securities Fund – Unhedged
Maple-Brown Abbott Global Listed Infrastructure Fund

Long/Short Equities

Apis Global Long/Short Fund (W Class)
Atlantic Pacific Australian Equity Fund (Class A)
Investors Mutual Private Portfolio Fund
Totus Alpha Fund – Platform Class
WaveStone Dynamic Australian Equity Fund

Multi-Sector Growth

IOOF Foundation Assertive Fund
JANA Moderate Trust
Martin Currie Diversified Growth Fund – Class A
MLC Navigator Access Pre Select Growth Fund
Pendal Wholesale Plus Active Balanced Fund

Multisector Growth - SMAs

Drummond Strategic 70 – SMA
Innova Traditional Portfolio – Growth
MLC Premium Growth 85 Model Portfolio
Morningstar Growth (70) Managed Account Portfolio
Watershed Growth Model

Other Alternatives

DigitalX Bitcoin Fund
Global Risk Premia Strategies Fund
Global Long Short Strategies Fund
Harvest Lane Asset Management Absolute Return Fund
Spire US Data Centre Colocation Fund (AUD)

Direct Property Funds

Australian Unity Healthcare Property Trust (Retail)
GDA Diversified Property Trust
JANA Real Estate Trust
Trilogy Industrial Property Trust

ETF Product

Aoris International Fund – Class B (Managed Fund)
iShares Core MSCI World ex Australia ESG ETF
iShares Global 100 ETF
SPDR MSCI World Quality Mix Fund
Vanguard MSCI Index International Shares ETF

Australian Fixed Income

Altius Sustainable Bond Fund
Antares Diversified Fixed Income Fund
Fortlake Real-Income Fund
Perpetual Active Fixed Interest Fund
PIMCO Australian Short-Term Bond Fund

Global Fixed Income

Dimensional Five-Year Diversified Fixed Interest Trust
Dimensional Two-Year Sustainability Fixed Interest Trust (AUD)
PIMCO Global Bond Fund (Wholesale)
PIMCO Global Fixed Interest MPS Fund
Wellington Global Bond MPS Fund

Emerging Funds

iShares High Growth ESG ETF
iShares Balanced ESG ETF
JANA Diversified Infrastructure Trust
Loomis Sayles Global Equity Fund (Quoted)
Roadnight Capital Diversified Income Fund

Responsible Investments (ESG)

Australian Ethical International Shares Wholesale
AXA IM Sustainable Equity Fund
Candriam Sustainable Global Equity Fund
Pendal Sustainable International Share Fund
Warakirri Ethical Australian Equities Fund

Managed Accounts Manager

Drummond Capital Partners
MLC Asset Management
Morningstar
State Street Global Advisors
Watershed Funds Management

Private Equities

Ellerston JAADE Australian Private Assets Fund (Retail)
Hamilton Lane Global Private Asset Fund (AUD) Hedged
MLC Global Private Equity Fund
Neuberger Berman Global Private Equity Access Fund (AUD)
Partners Group Global Value Fund

Private Debt/Credit

MA Credit Opportunities Fund
MA Secured Loan Series (Class A)
MCP Secured Private Debt Fund II
Metrics Direct Income Fund
Wentworth Williamson Stable Income Fund

Mortgage Trusts

Centuria Bass Credit Fund
CVS Lane Property Finance Fund
La Trobe Australian Credit Fund – Select Investment Account
MA Secured Real Estate Income Fund
Mulpha Real Estate Debt Fund

2024 Fund Manager of the Year

To be announced at the awards gala dinner!

FMOTY METHODOLOGY - SQM RESEARCH

Methodology

For the 2024 Fund Manager of the Year Awards with Financial Newswire, SQM Research has once again collated performance data on well over 10,000 active funds. As SQM Research is a believer in performance over time taking into account the risks, data was initially collated and sorted on an equal weighting combination of three-year annualised net returns and three-year sharpe ratios (risk adjusted returns). A final ten list of ten funds for each category (global equities, domestic fixed income etc) was then derived. Data was collated through to 31 May 2024.

Finalists were then chosen from the top ten in each category based on the best Sharpe ratio. Where performance was close between two or more funds, the total return was considered as well as any relative rating with SQM Research.

Where risk adjusted returns are not easily available, such as some alternative funds, direct property/ETFs, SQM Research has used its current ratings as a guide plus three year total returns where available.

The emerging funds category was based on annualised returns plus the Sharpe ratio for a combination of one year and since inception data. Emerging funds were defined as funds with a greater than one year track record but less than three years track record.

Overall Fund Manager of the Year Award

Finalists for the Fund Manager of the Year was based on the frequency of products that made the initial top ten list of each category.

The overall winner was based on a scoring of how many winners/commended categories plus finalist positions the fund manager held via its funds.

International/Global Equity, Infrastructure and Real estate categories for 2024 include both hedged and unhedged funds and adjust for the difference between the unhedged and hedged benchmark. Where a manager has both hedged and unhedged funds, we will take the average of the two (one adjusted by the benchmark differences) for comparison purposes and only Include the Manager’s fund once.

FILTERING RULES

The entire universe of managed funds is screened using the following filtering rules.

Minimum Fund Size

$30 million

Minimum Investment

Excludes funds with $100,000 minimum or greater

Investment Structure

Open-Ended Managed Funds and ETFs

History

Minimum 3 years track record

Type

No duplicates or white-labelled products

The methodology focuses on growth-oriented funds with good risk-adjusted returns. The filtering process reduces the starting universe of over 10,000 funds down to a subset that will typically be in the range of about 500-600 funds.

SCORING SYSTEM

The following 8 metrics are the constituents of the overall score.

3-Year Returns

Performance

3-Year Volatility

Risk

3-Year Alpha

Skill

3-Year Sharpe Ratio

Risk-adjusted Return

MER

Cost Efficiency

ICR