Full coverage: Professional Planner|Zenith Fund Awards 2015
Last month Magellan Asset Management ran a national adviser roadshow. Over the course of two weeks in eight cities, the manager attracted 2230 advisers – up from 1280 the year before. Whatever it is that advisers want from a fund manager, it appears Magellan has it. On October 9, Magellan was named Fund Manager of
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Fund Manager of the Year
Professional Planner|Zenith Fund Awards 2015 – Fund Manager of the Year Winner: Magellan Asset Management Zenith says: Magellan Asset Management was an award nominee in three categories: global equities, ETFs and infrastructure, where it was the award winner. Magellan continues to be an investor’s favourite for global equities, where it continues to produce strong performance.
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Distributor of the Year
Professional Planner|Zenith Fund Awards 2015 – Distributor of the Year Winner: Fidante Partners Zenith says: As a first-time winner in this category, Zenith recognises Fidante Partners’ distribution capabilities for its suite of high-quality investment boutiques across a range of asset classes. Information provision, access to investment professionals, effective education and communication of manager strategies, and ongoing
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Australian real estate investment trusts (AREITs)
Professional Planner|Zenith Fund Awards 2015 – Australian real estate investment trusts (AREITs) Winner: Cromwell Funds Management Zenith says: Zenith’s conviction continues to be predicated on the long-standing working relationship between the two key investment personnel, Stuart Cartledge and Richard Fakhry, who employ a robust and detailed investment process. Cromwell utilises an active, value-biased investment approach,
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – global real estate investment trusts (global REITs)
Professional Planner|Zenith Fund Awards 2015 – global real estate investment trusts (global REITs) Winner: Resolution Capital Zenith says: Zenith continues to believe Resolution is a standout manager owing to the highly regarded and stable portfolio management team. While Resolution operates under a multi-sleeved portfolio structure, each manager possesses depth of knowledge and experience. Portfolio construction
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – direct property
Professional Planner|Zenith Fund Awards 2015 – direct property Winner: AMP Capital Zenith says: AMP Capital benefits from the significant expertise and resources of the wider AMP group. The business operates an internalised model, keeping both property management and asset management in-house. When executed well, Zenith favours such models strongly as this typically allows for a
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – infrastructure
Professional Planner|Zenith Fund Awards 2015 – infrastructure Winner: Magellan Asset Management Zenith says: Magellan’s high-calibre investment team and detailed investment process have contributed strongly to its success. Magellan employs an investment process that is founded on robust principles and that seeks to stringently define infrastructure to ensure a true-to-label offering. Zenith continues to have a
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – global and diversified fixed interest
Winner Legg Mason Brandywine Global Asset Management Zenith says: Zenith’s elevated levels of conviction in the Legg Mason Brandywine fund continue to be underpinned by our regard for its most senior investment personnel and co-portfolio managers, Stephen Smith and David Hoffman. Collectively, this duo has extensive market experience and an established track record. Adhering to
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Australian fixed interest
Professional Planner|Zenith Fund Awards 2015 – Australian fixed interest Winner: PIMCO Zenith says: Zenith views PIMCO as a standout manager within the domestic fixed interest market. We have high regard for the Sydney-based team, which remains under the leadership of Robert Mead. This team benefits strongly from the significant resources available across PIMCO’s global networks,
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – exchange-traded funds (ETFs)
Professional Planner|Zenith Fund Awards 2015 – exchange-traded funds (ETFs) Winner: State Street Global Advisors Zenith says: State Street Global Advisors (SSGA) continues its role as an ETF pioneer and is favoured by Zenith for its ability to generate simple yet robust strategies paired with the momentum and scale of a global player. SSGA has continued
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – listed investment companies (LICs)
Professional Planner|Zenith Fund Awards 2015 – listed investment companies (LICs) Winner: Wilson Asset Management Zenith says: For more than 15 years, Wilson Asset Management (WAM) has been a stalwart of the LIC industry. WAM offers a suite of quality LICs with a strong absolute return approach, spread across the full spectrum of sector and market-capitalisation
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – alternative strategies (CTA/macro, multi strategy, FoHF, agribusiness, commodities, private equity, other)
Professional Planner|Zenith Fund Awards 2015 – alternative strategies (CTA/macro, multi strategy, FoHF, agribusiness, commodities, private equity, other) Winner: AQR Zenith says: The AQR Managed Futures Fund is managed by AQR’s Connecticut-based investment team, with key portfolio managers Brian Hurst and Yao Hua Ooi responsible for the day-to-day operation of the strategy.
November 11, 2015
