Fund Manager of the Year Finalists announced
Money Management and Lonsec have announced the finalists in the 2018 Fund Manager of the Year Awards.
The finalists, determined by Lonsec, suggest that a number of the boutiques proved more competitive through 2017-18.
The finalists are:
Australian Large Cap Equities:
Bennelong Concentrated Australian Equities Fund
BlackRock Concentrated Industrial Share Fund
Allan Gray Australian Equity Fund
Australian Small Cap Equities:
OC Dynamic Equity Fund
Forager Australian Shares Fund
Fidelity Future Leaders Fund
Global Equities:
Generation Wholesale Global Share Fund
Pan Tribal Global Equity Fund
T. Rowe Price Global Equity Fund
Global Emerging Market Equities:
Martin Currie Global Emerging Markets Fund
BT Wholesale Global Emerging Markets Opportunities Fund
India Avenue Equity Fund – Wholesale Class
Long/Short Equities:
L1 Capital Long Short Fund Retail Class
Platinum International Fund
PM Capital Global Companies Fund
Responsible Investments:
Alphinity Socially Responsible Share Fund
BT Wholesale Ethical Share Fund
Candriam Sustainable Global Equity Fund
Australian Property Securities:
Folkestone Maxim Property Securities Fund
Cromwell Pheonix Property Securities Fund
UBS Property Securities Fund
Global Property Securities:
Quay Global Real Estate Fund
Principal Global Property Securities Fund
Resolution Capital Global Property Securities Fund (unhedged) – series II
Infrastructure Securities:
Lazard Global Listed Infrastructure Fund
Magellan Infrastructure Fund (Unhedged)
Redpoint Global Infrastructure Fund
Direct Property:
Australian Unity Healthcare Property Trust – Class A Units
AMP Wholesale Australian Property Fund
Placer NewActon East Property Fund
Australian Fixed Income:
PIMCO Diversified Fixed Interest Fund – Wholesale Class
Legg Mason Western Asset Australian Bond Trust – Class A
Macquarie Australian Fixed Interest Fund
Global Fixed Income:
PIMCO Global Bond Fund – Wholesale Class
BlackRock Wholesale International Bond Fund
Legg Mason Brandywine Global Opportunistic Fixed Income Trust (Class A)
Alternative Strategies:
Partners Group Global Value Fund (AUD) – Wholesale
Winton Global Alpha Fund
CFM Institutional Systematic Diversified Trust A
Multi-Asset:
MLC Wholesale Horizon 4 Balanced Portfolio
PineBridge Global Dynamic Asset Allocation Fund
Hostplus Balanced Option
ETF Provider:
Vanguard Investments Australia
iShares by BlackRock
BetaShares Capital
SMA Provider:
AB Concentrated Global Growth Equities Portfolio
Arnhem Australia + Strategy
Quest Australian Equities Concentrated Portfolio
Retirement and Income Focused:
Wingate Global Equity Fund – Hedged
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund
BlakcRock Global Multi-Asset Income Fund
Emerging Manager:
Quay Global Investors – Quay Global Real Estate Fund
Lennox Capital Partners – Lennox Australian Small Companies Fund
Munro Partners – Munro Partners – Munro Global Growth Fund
Tickets for the Awards are available here.
Recommended for you
Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionally institutional assets.
Three solutions providers – Betashares, Franklin Templeton and Russell Investments – have all launched new ETF products, including one range which uses gearing to help build wealth.
Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly announced turnaround strategy.
There is a role for advisers using inflation-linked bonds in portfolios, according to AXA IM, as the possibility of higher inflation necessitating another US rate hike is not out of consideration.
