On October 9 this year, the winners of the Professional Planner|Zenith Fund Awards 2015 will be announced at an event at Ivy Ballroom in Sydney. Today Professional Planner reveals the first tranche of finalists in these prestigious funds management awards.

The first tranche covers nine of a total of 19 fund categories, which include Distributor of the Year, and the headline Fund Manager of the Year award.

The Fund Manager of the Year award recognises excellence in the management of multiple asset classes and strategies. In order to be eligible for the Fund Manager of the Year award, managers must have been nominated as a finalist in two or more categories.

The winner is then determined by the total score the manager generates under Zenith’s proprietary scoring system for the number of category nominations and category wins. In 2014 the Fund Manager of the Year was AMP Capital, with the award accepted by investment director Jeff Brunton (pictured).

The Distributor of the Year award seeks to recognise excellence in the sales, marketing and distribution of externally managed investment products.

While new inflow represents a key consideration in the assessment of distributor of the year, it is also an assessment of fund retention (an often overlooked sales metric), quality of information flow, documentation, sales support and ongoing service to both Zenith and its financial adviser clients. The Distributor of the Year for 2014 was Macquarie Professional Series.

Zenith director David Wright says the Fund Awards recognise excellence in the application of a fund manager’s investment philosophy and process in the management of their respective capability. He says Zenith follows a robust and comprehensive process for selecting the nominees and assigning the winners of each fund category, and this process builds on Zenith’s established fund manager review and rating process.

Full coverage of the awards, including interviews with the winning managers, will appear in Professional Planner in print and online.

In coming days Professional Planner will reveal the finalists in the remaining fund categories:

  • Multi asset – diversified
  • Multi asset – real return
  • International equities – emerging markets and regional
  • International equities – alternative strategies (long/short global, long/short regional, income overlay (options))
  • International equities – global
  • Australian equities – alternative strategies (including long/short, income overlay (options))
  • Australian equities – small cap
  • Australian equities – large cap
  • Distributor of the Year

Fund Manager of the Year will be announced on October 9 at the Professional Planner | Zenith Fund Awards ceremony. Tickets for this event traditionally sell out quickly and are on sale now – secure your place today.


Fund category 2015 Finalists (listed alphabetically)
A-REIT Cromwell Property Securities
Legg Mason/Martin Currie Australia
Zurich Investments
Global REIT Colonial First State Investments
Principal Global Investors
Resolution Capital
Direct property AMP Capital
Spire Capital (Bridge IGP)
Cromwell Property Securities
Infrastructure Colonial First State Investments
Lazard Asset Management Pacific Co
Magellan Asset Management
Global and diversified fixed interest Bentham Asset Management
Legg Mason/Brandywine Global Asset Management
Australian fixed interest AMP Capital
Perpetual Investment Management
Exchange-traded funds (ETFs)
BetaShares Capital
Magellan Asset Management
State Street Global Advisors
Listed investment companies (LICs)
Blue Sky Capital Management
Platinum Asset Management
Wilson Asset Management
Alternative strategies
(CTA/macro, multi-strategy, fund-of-hedge-fund (FOHF), agribusiness, commodities, private equity, other)
AQR Capital Management
Bennelong Long Short Equity Management
Henderson Global Investors
Source: Zenith Investment Partners


Professional Planner is the leading source of news, information and analysis for Australia's professional financial planning community.
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