Fund Manager Of The Year Awards 2022

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Dolton House Hyde Park

The 2022 Financial Newswire/SQM Research Fund Manager of the Year Awards

The teams from Financial Newswire and SQM Research wanted to say thank you to those who attended the 2022 Fund Manager of the Year awards and a massive congratulations to all the winners, highly commended and finalists in each category! As well as congratulations to this year’s top 10 Star Managers.

We hope those who attended enjoyed the night as much as we did, celebrating the great achievements of you and your Australian funds management colleagues. Please see the results from the night below and the photo gallery will be posted soon!


Hyde Park Ballroom
Doltone House Hyde Park
181 Elizabeth Street
Sydney NSW

Dress Code
Formal / Black tie


Tuesday, 20 September 2022
6:30pm – 11:30pm


TIMETuesday 20th September

Doors Open and Welcome Drinks Commence


Introduction by Mike Taylor and Louis Christopher


Entrée Served and MC Welcome


Fund Manager of the Year Awards – Session 1


Main Served


Fund Manager of the Year Awards – Session 2


Dessert Served and Entertainer Performs



Australian Equities – Large Cap

  • HIGHLY COMMENDED: Ausbil Australian Active Equity
  • Ausbil Australian Concentrated Equity
  • WINNER: Australian Eagle Trust
  • Katana Australian Equity Fund
  • Perpetual Wholesale Australian

Australian Equities – Small/Mid Cap

  • Ausbil MicroCap
  • HIGHLY COMMENDED: DNR Capital Australian Emerging Companies
  • Ophir Opportunities
  • Regal Australian Small Companies Fund
  • WINNER: Spheria Australian MicroCap

Global Equities – Large Cap

  • WINNER: Acadian Global Equity Long Short – Class A
  • Alphinity Global Equity
  • Capital Group New Perspective (AU)
  • HIGHLY COMMENDED: Loftus Peak Global Disruption
  • Robeco Global DM Multi-Factor Equities Alpha AUD

Emerging Markets Equities

  • HIGHLY COMMENDED: Capital Group New World (AU)
  • Capital Group New World Hedged (AU)
  • Dimensional Emerging Markets Value Trust
  • WINNER: Fidelity Global Emerging Markets
  • GQG Partners Emerging Markets Equity

Australian Equities – Real Estate

  • Australian Unity A-REIT Fund
  • WINNER: Charter Hall Maxim Property Securities
  • HIGHLY COMMENDED: FSI Wholesale Property Securities
  • Martin Currie Property Securities A
  • SGH Property Income

Global Equities – Real Estate

  • Dimensional Global Real Estate Trust
  • HIGHLY COMMENDED: Quay Global Real Estate Fund
  • Resolution Capital Global Property Securities
  • WINNER: SGH LaSalle Concentrated Global Property
  • UBS CBRE Global Property Securities

Global Infrastructure Equities – Currency Hedged

  • WINNER: ClearBridge RARE Infrastructure Income
  • ClearBridge RARE Infrastructure Value Hedged A
  • Macquarie Wholesale Plus International Infrastructure Securities Hedged
  • HIGHLY COMMENDED: Maple-Brown Abbott Global Listed Infrastructure Hedged
  • UBS CBRE Global Infrastructure Securities

Australian Fixed Income

  • WINNER: Janus Henderson Tactical Income
  • HIGHLY COMMENDED: Pendal Dynamic Income
  • Perpetual Active Fixed Interest Fund
  • PIMCO Australian Short-Term Bond Wholesale
  • Schroder Wholesale Plus Fixed Income

Global Fixed Income

  • Abrdn Global Corporate Bond A
  • HIGHLY COMMENDED: Brandywine Global Opportunistic Fixed Income A
  • WINNER: Capital Group Global Corporate Bond Hedged
  • PIMCO Global Bond Wholesale
  • PIMCO Wholesale Plus Global Bond

Multisector Growth

  • Ausbil Balanced
  • Bendigo Growth Wholesale
  • HIGHLY COMMENDED: Dimensional World Allocation 70/30 Trust
  • MLC Pre Select Growth
  • WINNER: Pendal Sustainable Balanced

Long/Short Equities

  • HIGHLY COMMENDED: Apis Global Long/Short Wholesale
  • WINNER: Ausbil Global Resources
  • Investors Mutual Private Portfolio
  • L1 Capital Long Short – Retail
  • Perpetual Pure Equity Alpha

Emerging Funds

  • Alexander Credit Opportunities Fund
  • Ausbil Australian SmallCap
  • Harvest Lane Asset Management Absolute Return
  • WINNER: Investors Mutual Private Portfolio

Responsible Investments (ESG)

  • Ausbil Active Sustainable Equity
  • WINNER: Australian Ethical International Shares Wholesale
  • HIGHLY COMMENDED: Dimensional Global Sustainability Trust Hedged
  • Impax Sustainable Leaders Fund A
  • Perpetual Wholesale Ethical SRI

ETF Provider

  • iShares by BlackRock
  • ETF Securities
  • WINNER: State Street
  • VanEck

Australian Equities – SMAs

  • WINNER: Antares Ex-20 Model
  • EAP Australian Equities Growth Model
  • HIGHLY COMMENDED: Ethical Investment Mid-Cap Model
  • InvestSMART Intelligent Investor Growth Model
  • Pendal Australian Share Model

Other Alternatives

  • HIGHLY COMMENDED: Balmain Private (Balmain Discrete Mortgage Income Trusts)
  • Boston Private Income Fund
  • WINNER: Cor Capital Fund
  • P/E Global FX Alpha Fund

Direct Property

  • WINNER: Australian Unity Healthcare Property Trust (Wholesale)
  • Duxton Broadacre Farms Ltd
  • HIGHLY COMMENDED: GDA Diversified Property Trust
  • Trilogy Industrial Property Trust

Overall Fund Manager Of The Year 2022

  • WINNER: Ausbil
  • HIGHLY COMMENDED: Capital International Inc
  • ClearBridge Investments Limited
  • Franklin Templeton Investments Aus Ltd
  • Perpetual Investment Management Ltd

Star Managers

  • Airlie Australian Share
  • Acadian Global Equity Long Short – Class A
  • Capital Group New Perspective (AU)
  • Chester High Conviction
  • Katana Australian Equity Fund
  • Loftus Peak Global Disruption
  • Perpetual Wholesale Smaller Companies
  • PM Capital Global Companies
  • Prime Value Emerging Opportunities Fund
  • Spheria Australian Microcap


The FNW’s star manager status recognises the performance and consistency of fund managers who outperform their peers and have consequently gained a notable reputation.

To determine the ratings, SQM Research looks at a manager’s ability to create risk-adjusted alpha, outperformance in both rising and falling markets, and those who consistently beat their benchmarks.

The research house developed a list of the Top 10 of Australia’s managers by evaluating 3-year track records across 500-600 funds with a minimum fund size of $30 million.

The SQM methodology is described in more detail below:


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


Minimum 3 years track record


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.


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

3-Year Returns


3-Year Volatility


3-Year Alpha


3-Year Sharpe Ratio

Risk-adjusted Return


Cost Efficiency


Cost Efficiency

Downside Capture


Hit Rate


Each metric has a ranking score calculated for each fund. A score of 100 is the best result across the universe for that metric, and a score of 0 is the worst. The 8 ranking scores are aggregated into an overall score for the Fund. These overall scores (for 500 or so funds) are then used to identify the Top 10.


For the 2022 inaugural Fund Manager of the Year awards with Financial Newswire, SQM Research has 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 returns and three-year Sharpe ratios (risk adjusted returns).

A final list of ten funds for each category was then derived. Data was collated through to April 2022.

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 returns are not easily available, such as for some alternative funds/ETFs, SQM Research has used its current ratings as a guide. The emerging funds category was based on annualised returns plus the Sharpe ratio over two years.

Finalists for the Fund Manager of the Year were 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.