Fund Manager of the Year Awards

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The Fund Manager of the Year Awards is a prestigious Awards ceremony that recognises the achievements of the industry's key players. Now into its 30th year, and set to be the biggest yet, the ceremony is truly a well-known and not to be missed event.

The ceremony presents over 20 fund management categories on the night with finalists and winners rated by Lonsec.

Money Management is now collecting nominations for:

  • Young Achiever of the Year
  • Paraplanner of the Year
  • Financial Planner of the Year

To nominate, please email Amelia King at Amelia.King@cirrusmedia.com.au to receive your nomination form. Nominations will close on Friday 7 April

Event Details

Date: Thursday 25 May 2017
Time: 6:30pm - 11:00pm
Location: Sofitel Sydney Wentworth
 Click here for map 
Tickets:   Table of 10 $3250 + GST
 Single ticket $375 + GST
Dress Code: Black Tie

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Categories

The following categories will be judged by ratings house, Lonsec:

  • Global Equities (Broad Cap)
  • Global Equities (Regional & Emerging Markets)
  • Global Fixed Income
  • Australian Equities (Broad Cap)
  • Australian Equities (Small Cap)
  • Equities (Long Short)
  • Property & Infrastructure Securities
  • Alternative Investments
  • Multi-Sector
  • Asset Allocator of the Year
  • Australian Fixed Income (inc Diversified)
  • SMA Portfolio Award
  • Responsible Investments
  • ETF Provider
  • Retirement Product Innovation
  • Emerging Manager
  • 2017 Fund Manager of the Year

Money Management will collect nominations for:

  • BDM of the Year
  • Financial Planner of the Year
  • Paraplanner of the Year 
  • Young Achiever of the Year

Also presented: Lifetime Achievement Award 

 

Financial Planner of the Year

The Financial Planner of the Year award celebrates excellence at the forefront of the financial planning profession.

Paraplanner of the Year

The Paraplanner of the Year award celebrates excellence behind the scenes of the financial planning profession – the Paraplanner.

Young Achiever of the Year

Open to anyone working within the financial services industry that will be below the age of 35 at midnight on 25 May 2017. The judges will be looking to find the most talented individual working within the financial services industry.

View Finalists

Global Equities (Broad Cap)

  • Antipodes Global Fund - Long Only
  • Generation Wholesale Global Share Fund
  • Pan-Tribal Global Equity Fund

Global Equities (Regional & Emerging Markets)

  • Aberdeen Emerging Opportunities Fund
  • Fidelity China Fund
  • Lazard Emerging Markets Fund

Responsible Investments

  • Australian Ethical Australian Shares Fund
  • Candriam Sustainable Global Equity Fund    
  • Legg Mason Martin Currie Ethical Income Fund

Multi-Sector

  • CFS FirstChoice Multi-Index Balanced Fund - Class A
  • Schroder Balanced Fund - W Class
  • Sunsuper for Life - Balanced

 

Australian Equities (Broad Cap)

  • Allan Gray Australia Equity Fund
  • Lazard Select Australian Equity Fund - W Class
  • Maple-Brown Abbott Australian Share Fund - Wholesale

Australian Equities (Small Cap)

  • Celeste Australian Small Companies Fund
  • NovaPort Microcap Fund
  • Realindex Aust Small Companies - Class A

Equities (Long Short)

  • Antares High Growth Shares Fund
  • Antipodes Global Fund
  • Ausbil 130/30 Focus Fund

 

Property & Infrastructure Securities

  • CFS Global Listed Infrastructure Securities - Class A
  • Folkestone Maxim Property Securities Fund
  • Maple-Brown Abbott Global Listed Infrastructure Fund

Alternative Investments

  • GMO SGM Major Markets Trust
  • INVESCO Wholesale Global Targeted Returns Fund - Class A
  • Partners Group Global Value Fund (AUD) - Wholesale

Global Fixed Income

  • Colchester Global Government Bond Fund Class A
  • Legg Mason Brandywine Global Opportunistic Fixed Income Trust (Class A)
  • PIMCO Global Bond Fund - Wholesale Class

 

Australian Fixed Income (inc Diversified)

  • Henderson Australian Fixed Interest Fund
  • Legg Mason Western Asset Australian Bond Trust — Class A
  • PIMCO Diversified Fixed Interest Fund — Wholesale Class

ETF Provider

  • iShares
  • VanEck
  • Vanguard

SMA Portfolio Award

  • Antares Dividend Builder Model Portfolio
  • DNR Capital Australian Equities High Conviction Portfolio
  • Quest Australian Equities Concentrated Portfolio

Retirement Product

  • Challenger Guaranteed Annuity
  • CommInsure Lifestream Guaranteed Income Annuity
  • Mercer LifetimePlus

Emerging Manager

  • Antipodes Partners - Antipodes Global Fund
  • Folkestone Maxim Asset Management - Folkestone Maxim Property Securities Fund
  • Spheria Asset Management - Spheria Australian Smaller Companies Fund

Overall FMOTY

  • Antipodes Partners
  • Legg Mason Asset Management Australia
  • Lazard Asset Management Pacific Co.