Perpetual named Fund Manager of the Year

Perpetual has been named the 2023 Financial Newswire/SQM Research Fund Manager of the Year.

Perpetual was named winner of the award at a gala dinner in Sydney last night from a field of finalists which included Pendal which was recently acquired by Perpetual, Macquarie, Ausbil, and Van Eck.

Perpetual’s win was underscored by the fact that it was a finalist in multiple categories and a runner-up in Australian Large Cap equities, Australian mid-to-small equities, Multi-sector Growth and Australian Fixed Income.

The following represents the winners and runners-up in this year’s awards:

Australian Equities Large Cap

• WINNER Chester High Conviction
• RUNNER-UP Perpetual Concentrated Equity

Australian Mid to Small Equities

• WINNER Spheria Australian Microcap
• RUNNER-UP Perpetual Pure Micocap Fund

Global Equities – Large

• WINNER Ironbark Royal London Concentrated Global Share
• RUNNER-UP Lazard Global Equity Franchise

Emerging Markets

• WINNER Dimensional Emerging Markets Value Trust
• RUNNER-UP Stewart Global Emerging Markets Leaders

Australian REITS

• WINNER SGH Listed Property
• RUNNER-UP Pendal Property Securities

Global REITS

• WINNER Quay Global Real Estate Unhedged Daily Series
• RUNNER-UP UBS CBRE Global Real Assets

Listed infrastructure

• WINNER Macquarie Infrastructure Securities
• RUNNER-UP 4D Emerging Markets Infrastructure

Long/Short Equities

• WINNER WaveStone Dynamic Australian Equity
• RUNNER-UP Perpetual Pure Equity Alpha

Australian Equities SMAs

• WINNER Quest Concentrated
• RUNNER-UP Antares Blue Chip Top 20

Multi-Sector Growth

• WINNER MLC Wholesale Horizon 7 – ACC Growth
• RUNNER-UP Perpetual Balanced Growth

Multi-Sector Growth SMAs

• WINNER State Street Growth ETF Model
• RUNNER-UP Watershed Growth Model

Other Alternatives

• WINNER Winton Global Alpha
• RUNNER-UP AAM Diversified Agriculture

Direct Property Funds

• WINNER Trilogy Industrial Property Trust
• RUNNER-UP Alceon Australian Property Fund

Top ETF Managers

• WINNER Betashares
• RUNNER-UP GlobalX

Australian Fixed Income

• WINNER Yarra Higher Income Fund
• RUNNER-UP Perpetual Credit Income

Global Fixed Income

• WINNER CFML Fixed Interest
• RUNNER-UP IOOF Specialist Diversified Fixed Interest

Emerging Funds

• WINNER GAM LSA Private Shares I
• RUNNER-UP Langdon Global Smaller Companies A

ESG Funds

• WINNER iShares Core MSCI World Ex Aus ESG Leaders ETF
• RUNNER-UP Perpetual ESG Australia Share