Schroders wins big at Fund Manager of the Year Awards

Schroder Investment Management has taken out the top gong at Financial Newswire and SQM Research’s Fund Manager of the Year Awards 2025, following two investment category wins and a further three finalist nods.
Awarded at a gala dinner held in Sydney last night, the fund manager also took out the top prize in the International Equities – Large Cap and Australian Fixed Income categories and was recognised as a finalist in the Multi-Sector Growth, Responsible Investments (ESG) and Australian Fixed Income categories.
Morningstar Investment Management was honoured as the highly commended Fund Manager of the Year for 2025, joining BlackRock, Macquarie Asset Management and State Street Investment Mangement as finalists.
The awards recognised 40 highly commended and winner recipients across 20 investment categories, with Investors Mutual earning its second consecutive highly commended in the Australian Equities – Small/Mid Cap category and Trilogy Funds and GDA Group going head to head for the second year in a row in the Direct Property category, as highly commended and winner respectively.
The 2025 edition also introduced the individual BDM of the Year category for the first time, with MLC Asset Management’s Tim Higgins and CareSuper’s Stacey Mitchell honoured as highly commended, and Dani Dy (formerly of Futurity Investment Group) taking out the top prize.
The full list of winners and highly commended recipients includes:
BDM of the Year 2025
- HIGHLY COMMENDED: Tim Higgins, Investment Specialist (BDM) – Multi Asset Investments, MLC Asset Management
- WINNER: Dani Dy, Business Development Manager, Futurity Investment Group
- Jenny Pang, Director, Regional Manager – NSW & ACT, ClearBridge Investments
- Nick Baring, Key Account Manager – VIC & TAS, Pan-Tribal Asset Management
- Andrew Evans, Senior Manager Client Partnerships, La Trobe Financial
- David La Greca, Senior Manager Client Partnerships, La Trobe Financial
- Joy Yacoub, Head of Distribution, Pella Funds Management
- HIGHLY COMMENDED: Stacey Mitchell, Business Development Manager (Advice), CareSuper
- Kristina Benkotic, Head of Strategic Growth & Partnerships, Activam Group
- John Rush, Business Development Manager, Allan Gray
Australian Equities – Large Cap
- Acadian Australian Equity Long Short Fund – Class A
- Macquarie Australian Shares Fund
- Macquarie Australian Enhanced Plus Equities – Managed Fund
- Morningstar Australian Shares Fund – Class B
- WINNER: RQI Australian Value – Class A
- RQI Investors Australian Shares MPS Fund
- HIGHLY COMMENDED: Vanguard Australian Shares High Yield ETF
Australian Equities – Small/Mid Cap
- WINNER: 1851 Emerging Companies
- Bennelong Emerging Companies Fund
- Ellerston Australian Micro Cap Fund
- Ellerston Australian Emerging Leaders Fund – Class A
- Forager Australian Shares Fund Ordinary
- HIGHLY COMMENDED: Investors Mutual Australian Smaller Companies Fund
- Yarra Ex-20 Australian Equities Fund
International Equities – Large Cap
- iShares Wholesale International Equity Index Fund – Class E
- MFS Blended Research Global Equity Trust
- HIGHLY COMMENDED: Robeco Global Developed 3D Enhanced Index Equity Fund (AUD) – Class B
- RQI Global Value – Class A
- WINNER: Schroder Global Core Fund – IC
- State Street Global Index Plus Trust
- Vinva Global Alpha Extension Fund – Class F
Emerging Markets Equities
- AB Emerging Markets Multi-Asset Portfolio
- Capital Group New World Fund (AU)
- HIGHLY COMMENDED: FSSA Global Emerging Markets Focus Fund – Class A
- WINNER: Lazard Emerging Markets Equity Fund (AUD)
- Lazard Emerging Markets Equity I
- Pzena Emerging Markets Value Fund (Wholesale)
- VanEck MSCI Multifactor Emerging Markets Equity ETF
A-REITs
- Macquarie True Index Listed Property Fund
- MLC Wholesale Property Securities Fund
- Pendal Wholesale Plus Property Securities Fund
- HIGHLY COMMENDED: Pengana High Conviction Property Securities Fund – Class A
- Resolution Capital Core Plus Property Securities Fund – Series II
- OnePath OneAnswer – Frontier Investment Portfolio – OnePath Property Securities (managed by SG Hiscock & Company)
- WINNER: Zurich Investments Australian Property Securities Fund
G-REITs
- Dexus Global REIT Fund
- Dimensional Global Real Estate Trust
- Strategic Global Property Fund
- HIGHLY COMMENDED: Perpetual Implemented Real Estate Portfolio
- WINNER: Quay Global Real Estate Fund (Unhedged)
- SGH LaSalle Global Listed Property Securities Fund
- SPDR Dow Jones Global Real Estate ESG Tilted ETF
Listed Infrastructure
- 4D Global Infrastructure Fund (Unhedged)
- ClearBridge Global Infrastructure Value Fund – Currency Hedged
- Macquarie Wholesale Plus International Infrastructure Securities – Hedged
- HIGHLY COMMENDED: MFG Select Infrastructure Strategy
- Maple-Brown Abbott Global Listed Infrastructure Fund – Unhedged
- WINNER: Maple-Brown Abbott Global Listed Infrastructure Fund
- Resolution Capital Global Listed Infrastructure Fund – Class A
Long/Short Equities
- WINNER: Acadian Wholesale Australian Market Neutral Fund
- HIGHLY COMMENDED: Apis Global Long/Short Wholesale Fund
- Bennelong Long Short Equity Fund
- Munro Global Growth Fund
- Perpetual SHARE-PLUS Long-Short Fund – Class S
- Perpetual Pure Equity Alpha Fund
- WaveStone Dynamic Australian Equity Fund
Multi-Sector Growth
- Allan Gray Australia Balanced Fund
- HIGHLY COMMENDED: BlackRock Growth Multi-Index Fund – Class D
- IOOF Balanced Growth
- MLC MultiSeries 70
- Morningstar Growth Model
- WINNER: Morningstar Growth Real Return B
- Schroder Sustainable Growth Fund – IC
Multisector Growth – SMAs
- Betashares Dynamic Growth Portfolio
- Betashares Strategic Growth Portfolio
- Infinity Growth Portfolio
- InvestSense Diversified Portfolio 4
- iShares Enhanced Strategic Growth Portfolio
- HIGHLY COMMENDED: Morningstar Growth (70) Managed Account
- WINNER: State Street Growth ETF Model Portfolio
Other Alternatives
- AQR Wholesale Managed Futures Fund
- HIGHLY COMMENDED: Betashares U.S. Dollar ETF
- BlackRock Global Liquid Alternatives Fund – Class S1
- WINNER: Smarter Money Long-Short Credit Fund (USD)
- Cor Capital Fund
- Firetrail Absolute Return Fund
- Multi Strategy Alternative Fund
Direct Property
- Barwon Disability Accommodation Fund
- Castlerock Government Property Fund
- Dexus Wholesale Australian Property Fund
- WINNER: GDA Diversified Property Trust
- HIGHLY COMMENDED: Trilogy Industrial Property Trust
ETF Product
- Global X Physical Gold Structured
- iShares Core MSCI World ex Australia ESG ETF
- iShares S&P 500 ETF
- HIGHLY COMMENDED: SPDR S&P World ex Australia Carbon Aware ETF
- SPDR MSCI World Quality Mix ETF
- WINNER: Perth Mint Gold Structured Product
- Vanguard All-World ex-US Shares ETF
Australian Fixed Income
- Altius Sustainable Bond Fund
- HIGHLY COMMENDED: Antares Diversified Fixed Income Fund
- Ardea Australian Inflation Linked Bond Fund
- BlackRock Enhanced Australian Bond D
- Perpetual Active Fixed Interest Fund
- PIMCO Australian Low Duration Bond Fund
- WINNER: Schroder Australian Investment Grade Credit Fund – IC
- Schroder Fixed Income Fund – IC
Global Fixed Income
- WINNER: AB Emerging Markets Debt Portfolio
- HIGHLY COMMENDED: AB Global Plus Fixed Income Portfolio
- Franklin Templeton Global Aggregate Bond Fund – Class M
- Macquarie True Index Global Bond Fund
- Mercer Indexed International Fixed Interest Fund
- T. Rowe Price Global High Income Bond AU
Emerging Funds
- Betashares Australian Quality ETF
- HIGHLY COMMENDED: Ellerston Australian Emerging Leaders Fund – Class A
- iShares High Growth ESG ETF
- iShares Balanced ESG ETF
- JPMorgan Global Research Enhanced Equity Active ETF
- JANA Small Caps Australian Share Trust
- WINNER: VanEck Gold Bullion ETF
Responsible Investments (ESG)
- AXA IM Sustainable Equity Strategy
- Betashares Ethical Diversified High Growth ETF
- HIGHLY COMMENDED: iShares Core MSCI World ex Australia ESG ETF
- WINNER: MFG Global Sustainable Composite – Class A
- Schroder Sustainable Growth Fund – IC
- VanEck MSCI International Sustainable Equity ETF
- Vanguard Ethically Conscious International Shares Index Fund
Managed Accounts Manager
- Betashares
- Infinity Asset Management
- iShares by Blackrock
- WINNER: Morningstar
- HIGHLY COMMENDED: State Street Investment Management
Private Equity
- Ellerston JAADE Australian Private Assets Fund
- Federation Alternative Investments II Return
- WINNER: GAM LSA Private Shares I Fund
- Hamilton Lane Global Private Assets Fund (AUD) – Hedged
- Partners Group Global Value Fund – Wholesale
- HIGHLY COMMENDED: Vantage Private Equity Secondaries Opportunities Fund
Private Debt/Credit
- La Trobe Australian Credit Fund – Select Investment Account
- HIGHLY COMMENDED: MA Credit Opportunities Fund
- MA Priority Income Fund – Wholesale
- MCP Real Estate Debt Fund
- MCP Wholesale Investments Trust
- Revolution Private Debt Fund II
- WINNER: Woodbridge Private Credit Fund
Fund Manager of the Year 2025
- BlackRock
- Macquarie Asset Management
- HIGHLY COMMENDED: Morningstar Investment Management
- WINNER: Schroder Investment Management
- State Street Investment Management
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