The team at Zenith Investment Partners has been working overtime making a list – and checking it twice – and for an elite group of fund managers, all their Christmases will come at once (and early) when the winners of the 2014 Professional Planner|Zenith Fund Awards are unveiled next month.
In the meantime, the first half of the list of finalists in the Professional Planner|Zenith fund Awards 2014 has been released, covering fund categories including property and REITs, Australian and international fixed interest, and listed vehicles.
The finalists are identified using the respected and robust research methodology of Zenith Investment Partners. Each finalist is in the running to be named the 2014 Fund Manager of the Year, which last year was won by Perpetual Investments.
All the winners will be announced at a luncheon event at Ivy Ballroom in Sydney on October 10, hosted jointly by Professional Planner and Zenith, and supported by event partner Porsche Centre Willoughby.
To book tickets for this event, visit the event website. Please remember that places are limited by venue size, so book early to avoid missing out.
The second part of the list of finalists will be revealed on Monday next week.
Category finalists (listed alphabetically)
AREIT
2013 WINNER: CROMWELL PHOENIX
2014 finalists:
1. Phoenix Portfolios/Cromwell Property Group
2. Renaissance Asset Management/Zurich Investments
3. SG Hiscock and Company/EQT
Global REIT
2013 WINNER: UBS CLARION
2014 finalists:
1. AMP Capital Investors
2. CBRE Clarion Securities/UBS Global Asset Management
3. Resolution Capital Ltd/Pinnacle Investment Management Ltd
Direct property
2013 WINNER: AUSTRALIAN UNITY INVESTMENTS
2014 finalists:
1. AMP Capital
2. Australian Unity Investments
3. Cromwell Funds Management
Infrastructure
2013 WINNER: MAGELLAN ASSET MANAGEMENT
2014 finalists:
1. AMP Capital Investors
2. Lazard Asset Management
3. Magellan Asset Management
Global & diversified fixed Interest
2013 WINNER: PIMCO/EQT
2014 finalists:
1. Bentham/Fidante Partners
2. Legg Mason Global Asset Management
3. PIMCO/EQT
Australian fixed interest
2013 WINNER: AMP CAPITAL
2014 finalists:
1. AMP Capital
2. Perennial Investment Partners
3. PIMCO/EQT
Exchange-traded funds (ETFs)
2013 WINNER: STATE STREET GLOBAL ADVISORS
2014 finalists:
1. BetaShares Capital
2. State Street Global Advisors, Australia
3. Vanguard Investments Australia
Listed investment companies (LICs)
NEW CATEGORY
2014 finalists:
1. Platinum Asset Management
2. Watermark Funds Management
3. Wilson Asset Management
Alternative strategies (CTA/macro; multi-strategy; fund-of-hedge-fund; agribusiness; commodities; private equity; other)
2013 WINNER: GMO AUSTRALIA
2014 finalists:
1. Man Investments
2. Partners Group
3. Winton Capital Management/Macquarie Professional Series
Source: Zenith Investment Partners
