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Stock-pickers dominate finalists for 2023 fund manager awards

Mike Taylor17 July 2023
FMOTY2023

Astute stock-pickers are to the fore among the finalists of the 2023 Financial Newswire/SQM Research Fund Manager of the Year Awards based on investment performance to 30 June, this year.

The awards methodology has at its core full financial year performance on the part of fund managers across 19 categories, with the winners to be announced at a gala dinner to be held on 14 September at Sydney’s Four Seasons Hotel.

The finalists are:

Australian Equities – Large Cap    

Chester High Conviction

DNR Capital Australian Equities High Conviction

Perpetual Concentrated Equity

Perpetual Australian Share Fund

PM Capital Australian Companies

 

Australian Equities – Small/Mid Cap

Perpetual Pure Microcap Fund

Perpetual Smaller Companies Equity

Regal Australian Small Companies Fund

Spheria Australian Microcap

Spheria Australian Smaller Companies

 

Global Equities – Large Cap

Arrowstreet Global Equity Fund

Ironbark Royal London Concentrated Global Share

Lazard Global Equity Franchise

PM Capital Global Companies

Realindex Global Share Fund (Scr)-Class A

 

Emerging Markets Equities 

Dimensional Emerging Markets Value Trust

FSSA Global Emerg Markets Focus Fund

Lazard Emerging Markets Equity I

Robeco Emerging Conservative Equity AUD

Stewart Global Emerging Markets Leaders

 

A-REITs

Pendal Property Securities

Pengana High Conviction Property Securities Fund

Resolution Capital Real Assets

SGH Property Opportunities Fund

SGH Property Income

 

G-REITs

Dexus Global REIT

Dimensional Global Real Estate Trust

Quay Global Real Estate Unhedged-Daily Series

SGH Global Listed Property

SGH LaSalle Concentrated Global Property

UBS CBRE Global Real Assets

 

Listed Infrastructure 

4D Emerging Markets Infrastructure

ATLAS Infrastructure Australian Feeder Fund

ClearBridge RARE Infrastructure Value Fund

Macquarie International Infrastructure Securities

Maple-Brown Abbott Global Listed Infrastructure Fund

 

Long/Short Equities    

Apis Global Long/Short Wholesales

Atlantic Pacific Australian Equity A

Perpetual Pure Equity Alpha

Totus Alpha Fund – Platform Class

WaveStone Dynamic Australian Equity

 

Australian Equities – SMAs        

Antares Blue Chip Top 20

Macquarie Core Australian Equities Model

Macquarie Growth ex-20 Australian Equities Model

Macquarie Income Australian Equities Model

Quest Concentrated

 

Multisector Growth 

CFS Wholesale Enhanced Index Growth

First Guardian Growth Strategies

MLC Wholesale Horizon 7 – Acc Growth

Perpetual Balanced Growth

Samuel Terry Absolute Return Group A

 

Multisector Growth – SMA      

Macquarie Access Growth MA Model

Macquarie Evolve Growth MA Model

State Street Growth ETF Model

Watershed Growth Model

Watershed High Growth

 

Other Alternatives    

AAM Diversified Agriculture

Arnott Opportunities Trust Non-Series post July 2020

DigitalX Bitcoin

P/E Global FX Alpha Fund

Winton Global Alpha

 

Direct Property Funds           

Alceon Australian Property Fund

CPF Diversified Property Fund

GDA Diversified Property Trust

Redcape Hotel Group

Trilogy Industrial Property Trust

 

ETF Provider  

BetaShares

Global X

Hyperion

iShares

Van Eck

 

Australian Fixed Income       

Aquasia Enhanced Credit

Perpetual Credit Income

Perpetual ESG Credit Income

Torica Absolute Return Income Fund

Yarra Higher Income Fund

 

Global Fixed Income 

CFML Fixed Interest

Colchester Emerging Markets Bond Fund I

Lazard Emerging Markets Total Return Debt

Macquarie Dynamic Bond

Specialist Diversified Fixed Interest

 

Emerging Funds         

Dimensional Sustainability World Equities Trust

Fortlake Real-Higher Income

GAM LSA Private Shares I

Langdon Global Smaller Companies A

Woodbridge Private Credit

 

Responsible Investments (ESG)  

Candriam Sustainable Global Equity

Dimensional Global Sustainability NZD Hedged

iShares Core MSCI World Ex Aus ESG Leaders ETF

Perpetual ESG Australia Share

Schroder Sustainable Global Core Fund-WC

 

Star Managers 2023

Dimensional Global Value Trust

Dimensional Australian Value Trust

Pendal Concentrated Global Share

Microequities High Income Value Microcap

UBS Australian Share Fund

Yarra Australian Equities Fund

Perpetual ESG Australian Share

Perennial Value Shares Wholesale Trust

Paradice Australian Equities Fund

Ausbil Australian Active Equity

Mike Taylor

Mike Taylor

Managing Editor/Publisher, Financial Newswire

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