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Perpetual named Fund Manager of the Year

Mike Taylor15 September 2023

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
Mike Taylor

Mike Taylor

Managing Editor/Publisher, Financial Newswire

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5 months ago

Could you please provide insight into the criteria and process used for selecting the winners of these awards? Thanks.

5 months ago
Reply to  Nathan

Have a hacker get into registry?