Fund Manager of the Year finalists unveiled

Financial Newswire, together with research partner SQM Research, has announced the finalists of the Fund Manager of the Year awards, returning to market this September with an objective approach.

The collaboration between Financial Newswire and SQM Research identified the top-performing Australian fund managers across 17 investment categories, based on a proprietary methodology developed by the research and ratings house.

This comes after the two organisations joined forces to pinpoint Australia’s most consistent fund managers, who were awarded the “Star Manager” commendation last week.

The award winners of each category, as well as the overall 2022 Fund Manager of the Year, will be announced at a dinner event on 20 September at Doltone House Hyde Park in Sydney. Click here for more information or to reserve your early-bird table now!

The finalists for each category include:

Australian Equities – Large Cap

• Ausbil Australian Active Equity
• Ausbil Australian Concentrated Equity
• Australian Eagle Trust
• Katana Australian Equity Fund
• Perpetual Wholesale Australian

Australian Equities – Small/Mid Cap

• Ausbil MicroCap
• DNR Capital Australian Emerging Companies
• Ophir Opportunities
• Regal Australian Small Companies Fund
• Spheria Australian MicroCap

Global Equities – Large Cap

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

Emerging Markets Equities

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

Australian Equities – Real Estate

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

Global Equities – Real Estate

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

Global Infrastructure Equities – Currency Hedged

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

Australian Fixed Income

• Janus Henderson Tactical Income
• 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
• Brandywine Global Opportunistic Fixed Income A
• Capital Group Global Corporate Bond Hedged
• PIMCO Global Bond Wholesale
• PIMCO Wholesale Plus Global Bond

Multisector Growth

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

Long/Short Equities

• Apis Global Long/Short Wholesale
• 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
• Investors Mutual Private Portfolio
• KFM Income

Responsible Investments (ESG)

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

ETF Provider

• BetaShares
• BlackRock
• ETF Securities
• State Street
• VanEck

Australian Equities – SMAs

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

Other Alternatives

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

Direct Property

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

Overall 2022 Fund Manager of the Year

• Ausbil
• Capital International Inc
• ClearBridge Investments Limited
• Franklin Templeton Investments Aus Ltd
• Perpetual Investment Management Ltd