Professional Planner|Zenith Fund Awards: Fund Manager of the Year
Bennelong Australian Equity Partners. Photo: Matt Fatches Category: Fund Manager of the Year Winner: Bennelong Australian Equity Partners Analyst: Quan Nguyen Zenith says … Bennelong Australian Equity Partners (BAEP) was an award nominee and winner in two categories: Australian equities – large caps; and Australian equities – small/mid/micro caps. BAEP funds have continued to perform
November 08, 2016
Professional Planner|Zenith Fund Awards: Distributor of the Year
Adrian Whittingham and Ian Macoun, Pinnacle. Photo: Matt Fatches Category: Distributor of the Year Winner: Pinnacle Investment Management Analyst: Justin Tay Zenith says … Taking out this category for the first time, Pinnacle Investment Management’s distribution capabilities are recognised by Zenith for its suite of high-quality investment boutiques across a range of asset classes. Information
November 08, 2016
Professional Planner|Zenith Fund Awards: Australian equities – large cap
Julian Beaumont, Bennelong; Quan Nguyen, Zenith. Photo: Matt Fatches Category: Australian equities – large cap Winner: Bennelong Australian Equity Partners Analyst: Quan Nguyen Sector overview: The Australian Equities – Large Cap universe continues to be one of Zenith’s largest categories. As such, the sector is highly competitive, comprising an array of different strategies. With the
November 08, 2016
Professional Planner|Zenith Fund Awards: Australian equities – small/mid/micro cap
Julian Beaumont, Bennelong; Quan Nguyen, Zenith. Photo: Matt Fatches Category: Australian equities – small/mid/micro cap Winner: Bennelong Australian Equity Partners Analyst: Quan Nguyen Sector overview: For the first time since 2011, the smaller capitalisation segment of the Australian equity market outperformed their large capitalisation peers over a 12 month period. The catalyst behind this revival
November 08, 2016
Professional Planner|Zenith Fund Awards: Australian equities – alternative strategies*
Lee Hopperton, Auscap; Justin Tay, Zenith. Photo: Matt Fatches Category: Australian equities – alternative strategies (incl long/short, income overlay (options)) Winner: Auscap Asset Management Analyst: Justin Tay Sector overview: The Australian equities – alternative strategies sector encompasses long/short active extension and variable beta, and income overlay (options) strategies. In addition to traditional stock selection, long/short
November 08, 2016
Professional Planner|Zenith Fund Awards: International equities – global
Chris Brookman, Macquarie. Photo: Matt Fatches Category: International equities – global Winner: Macquarie Professional Series / Independent Franchise Partners Analyst: Quan Nguyen Sector overview: The global equity sector remains one of Zenith’s largest categories and is highly competitive, comprising many different strategies. After three consecutive years of strong returns, global equities experienced a period of
November 08, 2016
Professional Planner|Zenith Fund Awards: Alternative strategies*
Jacob Mitchell, Antipodes. Photo: Matt Fatches Category: International equities – alternative strategies (long/short global, long/short regional, income overlay (options)) Winner: Antipodes Global Investment Partners Analyst: Justin Tay Sector overview: With global equity markets having been largely driven by a number of macroeconomic shifts and exogenous events through the past 12 months, it has been a
November 08, 2016
Professional Planner|Zenith Fund Awards: International equities – emerging markets and regional
Chris Brookman, Macquarie; Justin Tay, Zenith. Photo: Matt Fatches Category: International equities – emerging markets and regional Winner: Macquarie Professional Series/Walter Scott & Partners Analyst: Justin Tay Sector overview: Emerging Markets have bounced back during calendar year 2016 after a number of years of underperformance relative to Developed Markets. Stabilisation within the Chinese economy, a
November 08, 2016
Professional Planner|Zenith Fund Awards: Multi-asset – real return
Susan Gosling, MLC; Andrew Yap, Zenith. Photo: Matt Fatches Category: Multi-asset – real return Winner: MLC Analyst: Andrew Yap Sector overview: Against the backdrop of heightened volatility, with regular intervention from global central authorities, the diversified sector has continued to deliver consistent returns. While generally anchored to a Strategic Asset Allocation (SAA), these funds have
November 08, 2016
Professional Planner|Zenith Fund Awards: Multi-asset – diversified
Andrew Sneddon, Russell Investments. Photo: Matt Fatches Category: Multi-asset – diversified Winner: Russell Investments Analyst: Andrew Yap Sector overview: Against the backdrop of heightened volatility, with regular intervention from global central authorities, the diversified sector has continued to deliver consistent returns. While generally anchored to a Strategic Asset Allocation (SAA), these funds have benefitted from
November 08, 2016
Professional Planner|Zenith Fund Awards: Alternative strategies*
George Walker, CFS; Quan Nguyen, Zenith; Lisa Rose, CFS. Photo: Matt Fatches Category: Alternative strategies (commodity trading advisers/macro, multi-strategy, market-neutral, fund-of-hedge-fund, agribusiness, commodities, private equity, other) Winner: Colonial First State/Aspect Capital Analyst: Rodney Sebire Sector overview: The alternatives sector delivered mixed performance across a range of strategies, including high performance dispersion across managers within the
November 08, 2016
Professional Planner|Zenith Fund Awards: Listed investment companies (LICs)
Geoff Wilson. Photo: Matt Fatches Category: Listed investment companies (LICs) Winner: Wilson Asset Management Analyst: Dug Higgins Sector overview: LICs continue to enjoy a period of renewed interest over the last four years. Given the large number of capital raisings and IPOs that have taken place, the universe of strategies continues to broaden. Zenith believes
November 08, 2016
