The second half of the list of finalists in the Professional Planner|Zenith fund Awards 2014 has been released, covering fund categories including Australian and international equities, and multi-sector funds – and the contenders for the 2014 Fund Distributor of the Year.
The finalists are identified using the respected and robust research methodology of Zenith Investment Partners. Each finalist is in the running for the coveted Fund Manager of the Year title.
The results of the Fund Awards are based on Zenith Investment Partners’ highly regarded research and the winners will be announced at a luncheon event at Ivy Ballroom in Sydney on October 10, jointly hosted by Professional Planner and Zenith, and supported by event partner Porsche Centre Willoughby.
To book tickets to this event, visit the event website. Please remember that places are limited by venue size, so book early to avoid missing out.
The first half of the list of finalists was revealed on Friday last week.
Category finalists (listed alphabetically)
Multi-asset – diversified
2013 WINNER (Diversified funds): RUSSELL INVESTMENT MANAGEMENT
2014 finalists:
1. BlackRock Investment Management (Australia)
2. Russell Investment Management
3. UBS Global Asset Management
Multi-asset – real return
NEW CATEGORY
2014 finalists:
1. MLC Investment Management
2. Schroder Investment Management Australia
3. UBS Global Asset Management
International equities – emerging markets and regional
2013 WINNER: ABERDEEN ASSET MANAGEMENT
2014 finalists:
1. Lazard Asset Management
2. Macquarie Investment Management
3. TAAM Asia Pacific Investments
International equities – alternative strategies (long/short global; long/short regional; income overlay (options)
2013 WINNER: PLATINUM ASSET MANAGEMENT
2014 finalists:
1. Lighthouse Partners/Certitude Global Investments
2. Pengana Capital
3. Platinum Asset Management
International equities – global
2013 WINNER: MFS INVESTMENT MANAGEMENT
2014 finalists:
1. Arrowstreet Capital/Macquarie Professional Series
2. MFS Investment Management
3. Paradice Investment Management
Australian equities – alternative strategies (including market neutral, long/short, income overlay (options))
2013 WINNER: KARDINIA CAPITAL
2014 finalists:
1. Ellerston Capital
2. Perpetual Investments
3. Regal Funds Management/Ascalon Capital Partners
Australian equities – small cap
2013 WINNER: IRONBARK KARARA
2014 finalists:
1. Ausbil Investment Management
2. BT Investment Management
3. Fairview Equity Partners/NabInvest
Australian equities – large cap
2013 WINNER: PERPETUAL INVESTMENTS
2014 finalists:
1. Allan Gray Australia
2. Fidelity Worldwide Investment
3. Perpetual Investments
Distributor of the Year
2013 WINNER: MACQUARIE PROFESSIONAL SERIES
2014 finalists:
1. Fidante Partners
2. Ironbark Asset Management
3. Macquarie Professional Series
Source: Zenith Investment Partners
