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Home News Financial Planning

2014 Fund Manager of the Year finalists announced

by Kate Cowling
March 28, 2014
in Financial Planning, Global Equities, Investment Insights, News
Reading Time: 3 mins read
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Money Management and Lonsec have unveiled this year's Fund Manager of the Year finalists, with three of the biggest players in the sector competing for the main title.

Now in its 28th year, Money Management once again partnered with ratings house Lonsec this year to produce the annual awards, which recognise excellence across 15 categories.

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A mix of global subsidiaries, boutique asset managers and multi-boutique firms are represented in this final draw (see below).

The ceremony will be held at the Westin Hotel in Sydney on the 22 May.

To book tickets, click here.

Global Equities (Broad Cap)

  • Arrowstreet Global Equity Fund
  • MFS Global Equity Trust
  • BlackRock Scientific International Equity Fund

Global Equities (Regional + Emerging Markets)

  • Fidelity Asia Fund
  • BT Global Emerging Markets
  • Macquarie Asia New Stars No.1 Fund

Responsible Investments

  • OnePath Sustainable Investments Australian Share Trust
  • Perpetual Ethical SRI Fund
  • Alphinity Socially Responsible Share Fund

Australian Equities (Broad Cap)

  • Bennelong Australian Equities Fund
  • Hyperion Australian Growth Companies Fund
  • Lazard Select Australian Equity Fund

Australian Equities (Small Cap)

  • NovaPort Smaller Companies Fund
  • Ausbil MicroCap Fund
  • Pengana Emerging Companies Fund

Equities (Long Short)

  • Platinum Japan Fund
  • Smallco Investment Fund
  • Perpetual Share-Plus Fund

Property & Infrastructure Securities

  • Cromwell Phoenix Property Securities Fund
  • Lazard Global Listed Infrastructure Fund
  • Zurich Investments Australian Property Securities Fund

Alternative Investments

  • AQR Managed Futures Fund
  • GaveKal Asian Opportunities Fund
  • Partners Group Global Value Fund

Multi-Sector

  • Future Directions Balanced Fund
  • BT Future Goals Fund
  • Legg Mason Diversified Trust

Asset Allocator of the Year

  • BT Future Goals Fund
  • Legg Mason Diversified Trust
  • UBS Balanced Investment Fund

Fixed Interest (Diversified)

  • PIMCO EQT Diversified Fixed Interest Fund
  • Templeton Global Bond Plus
  • BlackRock International Bond Fund

ETF Provider

  • Vanguard Investments Australia Limited
  • BetaShares Capital Limited
  • BlackRock Investment Management (Australia) Limited

Retirement Product Innovation

  • Metlife MAX Lifetime Growth Annuity
  • BTIM Defensive & Balanced Equity Income
  • Payden Global Income Opportunities

Emerging Manager

  • Paradice Global Small Mid Cap Fund
  • CFS Worldwide Leaders Fund (First State Stewart)
  • Presima Global Property Securities Concentrated Fund
  • Carnegie Worldwide Equity Trust

The winners will be announced at the awards ceremony on 22nd May at the Westin in Sydney.

Tags: Fund ManagerFunds ManagementGlobal Equities

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