Skip to main content

Perpetual named Fund Manager of the Year

Mike Taylor15 September 2023
FMOTY2023

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

Subscribe to comments
Be notified of
2 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments
Nathan
5 months ago

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

Chrisso
5 months ago
Reply to  Nathan

Have a hacker get into registry?