Bennelong Australian Equity Partners chief investment officer Mark East

Bennelong Australian Equity Partners and Antipodes Partners lead the pack in the Australian and International equities categories of the 2018 Professional Planner | Zenith Fund Awards.

Bennelong won both the small- and large-cap Australian Equities categories in 2016 and is nominated again this year. The fund manager will be looking to bounce back after not taking either award last year. Meanwhile, Antipodes can repeat as winners of both the International Equities and International Equities (Alternative Strategies) categories.

Antipodes Partners also took out the coveted overall Fund Manager of the Year Award in 2017.

The annual awards ceremony, to be held this year at the Ivy Ballroom in Sydney on Friday, October 5, celebrates quality in funds management across 19 categories, including Distributer of the Year and Fund Manager of the Year.

The finalists for the 2018 Distributor of the Year – which recognises excellence in marketing, sales and distribution – will be announced next month. Finalists, and the winner, for Fund Manager of the Year will be announced on the day of the awards.

Today, Professional Planner unveils finalists for the first nine categories (see table below).

Tomorrow, July 24, Professional Planner will announce the finalists in these categories:

  • Australian real-estate investment trust
  • Global real-estate investment trust
  • Direct property
  • Infrastructure
  • Global and diversified fixed interest
  • Australian fixed interest
  • Exchange-traded fund
  • Listed investment company

Tickets are on sale now and typically sell out quickly. To purchase a table or a single ticket, click here.

Fund Category 2018 Finalists (in alphabetical order)
Australian Equities – Small Cap Bennelong Australian Equity Partners
Perennial Value Management
Spheria Asset Management
Australian Equities – Large Cap Bennelong Australian Equity Partners
Greencape Capital
Pendal Group Limited
International Equities – Global Antipodes Partners
Hyperion Asset Management
T. Rowe Price
Australian Equities – Alternative Strategies (incl Long / Short, Income overlay (options) Auscap Asset Management
Regal Funds Management
Solaris Investment Management
Alternative Strategies (CTA/Macro, Multi strategy, Market Neutral, FOHF, Agribusiness, Commodities, Private Equity, Other) GMO Australia Limited
Ironbark Asset Management/Lighthouse Investment Partners
Regal Funds Management
Multi-Asset – Diversified BlackRock Investment Management (Australia) Limited
Russell Investments
Multi-Asset – Real Return Morningstar Investment Management Australia Limited
PineBridge Investments
Russell Investments
International Equities – Emerging Markets & Regional Fidelity International
Pendal Group
Schroder Investment Management Australia Limited
International Equities – Alternative Strategies (Long / Short Global, Long / Short Regional, Income overlay (options) Antipodes Partners
Platinum Asset Management
PM Capital
Share your comments and feedback with the editor
Tahn Sharpe is a Sydney-based financial services journalist with a background in financial planning. He writes on advice, superannuation, investment, banking and insurance issues, is a certified SMSF Adviser and holds an Advanced Diploma of Financial Planning.