Ausbil named Financial Newswire/SQM Research Fund Manager of the Year

Mike Taylor

Managing Editor/Publisher, Financial Newswire

21 September 2022

A solid investment team and adherence to process have helped deliver Ausbil the laurels as the Financial Newswire/SQM Research Fund Manager of the Year for 2022.

Ausbil took out the Fund Manager of the Year Award on the back of the performance of its funds and investment teams which made the fund manager a finalist in six categories – Australian Equities – Large Cap, Australian Equities – Small/Mid Cap, Multi-sector Growth, Long/Short Equities, Emerging Funds, and Responsible Investments (ESG).

And according to Ausbil chief executive, Paul Xiradis it helps when you have good teams and a good understanding of the economic and geopolitical environments you are working in.

Xiradis paid particular tribute to Ausbil’s research team which he pointed out worked to assist all the fund manager’s investment teams.

The Financial Newswire Lifetime Achievement Award was won by, Graham Rich, the founder of the Portfolio Construction Conference and the firm which formed the basis for the entry to Australia of research and ratings house, Morningstar, Graham Rich.

Rich, who has been fundamental to creating forums aimed at sharing knowledge and understanding across the Australian and New Zealand financial services sectors, said he was happy to have had his work recognised with the Lifetime Achievement Award.

The following are the category winners in the 2022 Financial Newswire/SQM Research Fund Manager of the Year Awards.

Australian Equities – Large Cap

• WINNER: Australian Eagle Trust
• HIGHLY COMMENDED: Ausbil Australian Active Equity

Australian Equities – Small/Mid Cap

• WINNER: Spheria Australian Microcap
• HIGHLY COMMENDED: DNR Capital Australian Emerging Companies

Global Equities – Large Cap

• WINNER: Acadian Global Equity Long Short – Class A
• HIGHLY COMMENDED: Loftus Peak Global Disruption

Emerging Market Equities

• WINNER: Fidelity Global Emerging Markets
• HIGHLY COMMENDED: Capital Group New World (AU)

Australian Equities – Real Estate

• WINNER: Charter Hall Maxim Property Securities
• HIGHLY COMMENDED: First Sentier Investors Wholesale Property Securities

Global Equities – Real Estate

• WINNER: SGH Lasalle Concentrated Global Property
• HIGHLY COMMENDED: Quay Global Real Estate Fund

Global Infrastructure Equities – Currency Hedged

• WINNER: Clearbridge Rare Infrastructure Income
• HIGHLY COMMENDED: Maple-Brown Abbott Global Listed Infrastructure Hedged

Australian Fixed Income

• WINNER: Janus Henderson Tactical Income
• HIGHLY COMMENDED: Pendal Dynamic Income

Global Fixed Income

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

Multisector Growth

• WINNER: Pendal Sustainable Balanced
• HIGHLY COMMENDED: Dimensional World Allocation 70/30

Long/Short Equities

• WINNER: Ausbil Global Resources
• HIGHLY COMMENDED: Apis Global Long/Short Wholesale

Emerging Funds

• WINNER: Investors Mutual Private Portfolio
• HIGHLY COMMENDED: KFM Income

Responsible Investments (ESG)

• WINNER: Australian Ethical International Shares Wholesale
• HIGHLY COMMENDED: Dimensional Global Sustainability Trust Hedged

ETF Provider

• WINNER: State Street
• HIGHLY COMMENDED: BetaShares

Australian Equities – SMAs

• WINNER: Antares EX-20 MODEL
• HIGHLY COMMENDED: Ethical Investment Mid-Cap Model

Other Alternatives

• WINNER: Cor Capital Fund
• HIGHLY COMMENDED: Balmain Private (Balmain Discrete Mortgage Income Trusts)

Direct Property

• WINNER: Australian Unity Healthcare Property Trust
• HIGHLY COMMENDED: GDA Diversified Property Trust

Overall Fund Manager of the Year

• WINNER: Ausbil
• HIGHLY COMMENDED: Capital International Inc.