Fund Manager Of The Year Awards 2022

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:

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.