Hall of fame

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1987, Published 1988

Overall Winner:

Elders Investment Management

Performance:

Elders Investment Management

Volatility:

GIO

Risk/Return:

Capita


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1988, Published 1989

Overall Winner:

Bankers Trust

Domestic Equities:

Rothschild

Insurance Bonds/Friendly Societies:

Bankers Trust

International Equities:

Westpac Bank

Income Funds:

Estate Mortgage

Rollovers:

Macquarie Bank

Superannuation:

FAI

Property:

National Mutual


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1989, Published 1990

Overall Winner:

Westpac Bank

Equity Trusts:

BT

Listed Property:

Mirvac

Fixed Interest:

Howard Finance

Superannuation:

State Bank Victoria

Rollovers:

Perpetual

Bonds:

Mutual Community

International:

Macquarie


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1990, Published 1991

Overall Winner:

Advance Asset Management

Equities:

Advance Asset Management

Managed:

BT

Listed Property:

Jupiter

Fixed Interest:

Howard Finance

Overseas Trusts:

Bankers Trust

Insurance Bonds:

Westpac Funds Management

Superannuation:

Zurich

Rollovers:

Commonwealth Bank Australia


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1991, Published in 1992

Overall Winner:

NRMA

Equities:

Rothschild

Managed

Potter Warburg

Listed Property:

Stockland

Overseas Trusts:

Fidelity

Superannuation:

Colonial Mutual


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1992, Published in 1993

Overall Winner:

BT

Service Quality:

BT

Equities:

Perpetual

Managed:

BT

Listed Property:

Stockland

Fixed Interest:

Were Securities

Overseas Trusts:

Bankers Trust

Insurance Bonds:

NRMA Life

Superannuation:

NRMA

Rollovers:

NRMA


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1993, Published in 1994

Overall Winner:

BT & FAI Life

Service Quality:

Macquarie

Equities:

BT

Fixed Interest:

Legal & General

Managed Funds

EquitiLink

Listed Property

Westpac

International:

Thornton

Insurance:

Tyndall

Rollovers:

FAI

Superannuation:

FAI


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1994, published in 1995

Overall Winner:

Armstrong Jones

Advisor Support:

Macquarie

Equities:

First State

Bonds:

AMP

International:

BT

Superannuation:

Suncorp

Rollover:

First State

Managed:

Armstrong Jones,

Fixed Interest:

Global


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1995, published in 1996

Overall Winner:

Bankers Trust

Fixed Interest:

AMP

Adviser Support:

Asgard

Bonds:

Lifeplan Man Unity

Managed Funds:

Armstrong Jones

Rollovers:

First State

Superannuation:

ANZ

International:

BT

Australia Equities:

First State

Mortgages:

Global


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1996, Published 1997

Overall Winner:

First State

Equities:

First State

Managed:

BT

Rollovers:

First State

Bonds and Friendly Societies:

Tyndall

Fixed Interest:

Macquarie

Overseas:

BT

Allocated Pensions:

AM Corporations

Superannuation:

First State

Adviser Support:

Macquarie


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1997, Published in 1998

Overall Winner:

Mercantile Mutual

Equities:

Perpetual

Multi-Sector Trusts:

Mercantile Mutual

Superannuation:

Zurich

Global:

Advance

Income Trusts:

AMP

Allocated Pensions:

AM Management

Friendlies:

Australian Unity

Insurance Bonds:

Tyndall

Service:

Asgard


1998, published in 1999

Overall Winner:

Colonial First State

Allocated Pensions and Annuities

Colonial First State

Friendly Society Bonds:

Heine Group

Global Unit Trusts:

Commonwealth Financial Services

Income Trusts:

Norwich Union

Insurance Bonds:

Suncorp

Multi-Sector Trusts:

Colonial First State

Superannuation:

Merrill Lynch Mercury Asset Management

Equities:

Merrill Lynch Mercury Asset Management


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1999, published in 2000

Overall Winner:

Colonial First State

Australian Equities:

Mercantile Mutual

Multi-Sector:

BT Funds Management

Mortgage Funds:

Challenger

International Equities:

Platinum

Property:

AMP

Fixed Interest

Citicorp


Awards for 2000 Shifted to reflect year given, not printed


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2001

 Overall Winners:

Credit Suisse Asset Management

International Equities:

Platinum Asset Management

Property Funds:

Rothschild Australia Asset Management

Multi-Sector Funds

Credit Suisse Asset Management

Australian Fixed Interest:

UBS Asset Management

Australian Equity Class:

JB Were

 Mortgage Funds:

Challenger International


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2002

Overall Winner:

UBS Global Asset Management

Australian Shares:

Investors Mutual

Multi-Sector:

UBS Asset Management

Mortgages:

Perpetual Investments

International Shares:

Platinum Asset Management

Property Securities

UBS Global Asset Management

Australian Fixed Interest:

UBS Global Asset Management


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2003

Fund Manager of the Year:

UBS Global Asset Management

Australian Fixed Interest:

UBS Global Asset Management

Australian Equities:

Investors Mutual Limited

International Equities:

Credit Suisse Asset Management

Mortgage Funds:

Challenger International

Multi-Sector

Maple-Brown Abbott

Property Securities:

UBS Global Asset Management

Alternative Assets:

Vertex Capital Management

Rising Star

Investor Mutual


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2004

Fund Manager of the Year:

Perpetual Investments

Australian Equities:

Perpetual Investments

International Equities:

Credit Suisse Asset Management

Property Securities:

HSBC Asset Management

Multi-Sector

Vanguard Investments

Australian Fixed Interest:

Colonial First State

Mortgage Funds:

Australian Unity

Alternative Assets:

St Helens Capital

Rising Star:

JM Asset Management


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2005

Fund Manager of the Year:

Alliance Bernstein

Property Securities:

Principal Global Investors

Australian Equities:

MIR Investment Management

International Equities:

Alliance Bernstein

Australian Fixed Interest:

Perennial Investment Partners

International Fixed Interest:

PIMCO Australia

Mortgage Funds:

AXA Australia

Alternative Assets:

Gottex Portfolio Management

Rising Star:

MIR Investment Management

Multi-Sector:

ING Investment Management


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2006

Fund Manager of the Year

MIR Investment Management

Australian Shares (Mid & Large Cap)

MIR Investment Management

International Shares:

Credit Suisse Asset Management

Property Securities:

Morgan Stanley Investment Management

Emerging Markets/Asia (Ex-Japan):

Acadian Asset Management

Australia Shares (Small Cap):

Souls Funds Management

Fixed Interest (Diversified):

PIMCO Australia

Credit:

PIMCO Australia

Rising Star:

Pengana Capital

Hedge Funds (Multi-Strategy):

Barclays Global Investors


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2007

Fund Manager of the Year:

Barclays Global Investors

Hedge Funds (Multi-Strategy):

Bridgewater Associates

Rising Star:

Greencape Capital

International Shares (Broad Cap):

AllianceBerstein Australia

Australian Shares (Broad Cap):

Barclays Global Investors

Fixed Interest (Diversified):

PIMCO Australia

Asia:

Platinum Asset Management

Australian Shares (Small Cap):

Adam Smith Asset Management

International Shares (Small Cap)

Lazard Asset Management

Credit:

BlackRock Investment Management

Emerging Markets:

Aberdeen Asset Management

Property Securities (Australia):

Principal Global Investors

Property Securities (Global):

LaSalle Investment Management


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2008

Fund Manager of the Year:

Perennial Investment Partners

Rising Star:

Greencape Capital

International Equities (Broad Cap)

T.Rowe Price Global Investment Services

Regional/Emerging Market Equities:

Treasury Asia Asset Management

Australian Equities (Broad Cap)

Perennial Growth Management

Australian Equities (Small Cap)

Pengana Capital

Property Securities (Australia):

BT Investment Management

Property Securities (Global):

RREEF Alternative Investments

Hedge Funds (Long Short Australian Equities)

Acadian Asset Management

Hedge Funds (Alternative Assets):

HFA Asset Management

Fixed Interest (Diversified):

Macquarie Funds Management

Multi-Manager:

Mercer


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2009

Fund Manager of the Year

Schroders Investment Management

Global Equities (Broad Cap):

Magellan Asset Management

Global Equities (Long Short)

Platinum Asset Management

Regional/Emerging Market Equities

Aberdeen Asset Management

Multi-Manager:

Advance Asset Management

Australian Equities (Broad Cap)

Integrity Investment Management

Australian Equities (Long Short)

K2 Asset Management

Australian Equities (Small Cap)

Schroders Investment Management

Rising Star:

Integrity Investment Management

Alternative Investments (Hedge Funds):

Winton Capital Management (Macquarie Professional Series)

Fixed Interest (Diversified)

Schroders Investment Management

Property Securities (Australia):

ING Investment Management

Property Securities (Global):

ING Clarion Real Estate Securities


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2010

Fund Manager of the Year

Schroders Investment Management

Property Securities (Australia):

SG Hiscock & Company

Property Securities (Global)

AMP Capital Investors

Australian Equities (Small Cap):

Hyperion Asset Management

Australian Equities (Broad Cap)

Integrity Investment Management

Australian Equities (Long Short)

Smallco Investment Manager

Fixed Interest (Diversified)

Macquarie Investment Management

Global Equities (Long Short)

Platinum Asset Management

Global Equities (Regional and Emerging Markets)

T.Rowe Price

Global Equities (Broad Cap)

Schroders Investment Management

Multi-Sector:

Mercer

Rising Star:

Solaris Investment Management


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2011

Fund Manager of the Year:

Schroder Investment Management

Australian Equities (Broad Cap):

Fidelity International

Australian Equities (Long Short):

Perpetual

Australian Equities (Small Cap)

Perennial Investment Partners

Fixed Interest (Global and Diversified)

PIMCO

Global Equities (Broad Cap)

Independent Franchise Partners

Global Equities (Long Short)

Five Oceans Asset Management

Global Equities (Regional and Emerging Markets)

Aberdeen Asset Management

Asset Allocator:

Schroder Investment Management

Global Property Securities:

AMP Capital Investors

Australian Property Securities:

Cromwell Property Group

Ethical/SRI Manager:

Hunter Hall

Alternative Investments (Hedge Funds):

Winton Capital Management

Multi-Sector:

Schroder Investment Management

Rising Star:

Alphinity Investment Management


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2012

Fund Manager of the Year:

Schroder Investment Management

Australian Equities (Broad Cap)

Investors Mutual

Australian Equities (Long/Short)

Regal Funds Management

Australian Equities (Small Cap)

NovaPort Capital

Fixed Interest (Diversified and Global)

Schroder Investment Management

Property Securities (Global)

UBS Asset Management

Property Securities (Australia)

Phoenix Portfolios/Cromwell Property Group

Global Equities (Broad Cap)

Independent Franchise Partners

Global Equities (Long/Short)

Lighthouse Investment Partners

Regional/Emerging Market Equities

Aberdeen Asset Management

Alternative Investments:

Winton Capital Management

Ethical/SRI Funds:

BT Investment Management

Asset Allocator of the Year

Schroder Investment Management

Multi-Sector Funds:

Schroder Investment Management

Rising Star:

NovaPort Capital


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2013

Fund Manager of the Year:

Hyperion Asset Management Limited

Global Equities (Broad Cap):

MFS Concentrated Global Equity Trust (Wholesale)

Global Equities (Regional & Emerging Markets)

Aberdeen Emerging Opportunities Fund

Responsible Investments

Perpetual Wholesale Ethical SRI Fund

Australian Equities (Broad Cap)

Hyperion Australian Growth Companies Fund

Australian Equities (Small Cap)

Hyperion Small Growth Companies Fund

Australian Equities (Long/Short)

Smallco Investment Fund

Property & Infrastructure Securities:

Zurich Investment Australian Property Securities Fund

Alternative Investments:

Certitude Asian Opportunities Fund

Multi-Sector

Schroder Balanced Fund

Asset Allocator of the Year

Legg Masson Asset Management Australia

Fixed Interest (Diversified)

PIMCO EQT Wholesale Global Bond Fund

ETF Provider

BlackRock Investment Management

Retirement Product Innovation:

Plato Australia Shares Income Fund

Rising Star

Itau Unibanco S.A. – Itau Latin America Equity Fund


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2014

Fund Manager of the Year

Lazard Asset Management Pacific Co.

Global Equities (Broad Cap)

Arrowstreet Global Equity Fund

Global Equities (Regional & Emerging Markets)

Macquarie Asia New Stars No. 1 Fund

Responsible Investments:

Perpetual Ethical SRI Fund

Australian Equities (Broad Cap)

Lazard Select Australian Equity Fund

Australia Equities (Small Cap)

Ausbil MicroCap Fund

Equities (Long/Short):

Platinum Japan Fund

Property & Infrastructure Securities

Lazard Global Listed Infrastructure Fund

Alternative Investments

AQR Managed Futures Fund

Multi-Sector

Legg Mason Diversified Trust

ETF Provider:

Vanguard Investments Australia

Fixed Interest (Diversified)

Templeton Global Bond Plus

Asset Allocator of the Year

Legg Mason Diversified Trust

Retirement Product Innovation:

BT Investment Management Defensive & Balanced Equity Income

Emerging Manager:

Paradice Global Small Mid Cap Fund


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2015

Fund Manager of the Year

Legg Mason Asset Management Australia Limited

Global Equities (Broad Cap)

Arrowstreet Global Equity Fund

Global Equities (Regional & Emerging Markets)

Fiducian India Fund

Global Fixed Income

Legg Mason Brandywine Global Opportunistic Fixed Income Trust

Australian Equities (Broad Cap)

State Street Australian Equity Fund

Australian Equities (Small Cap)

SGH ICE

Equities (Long Short)

Ellerston Australian Market Neutral Fund

Property & Infrastructure Securities

Legg Mason Property Securities Trust

Alternative Investments:

Aspect Diversified Futures

Multi-Sector:

UBS Tactical Beta Growth

ETF Provider:

Vanguard Investments Australian Limited

Australian Fixed Income (Inc. Diversified)

BT Wholesale Fixed Interest Fund

Asset Allocator of the Year:

UBS Tactical Beta Growth

SMA Portfolio Award

Perpetual Direct Equity Alpha SMA

Responsible Investments

Australian Ethical Smaller Companies Trust

Retirement Product Innovation

Perennial Value Wealth Defender Australian Shares Trust

Emerging Manager

Presima Global Property Securities Concentrated Fund Manager – Presima Inc.


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2016

Fund Manager of the Year:

Macquarie Investment Management

Global Equities (Broad Cap)

IFP Global Franchise Fund Macquarie Professional Series

Global Equities (Regional & Emerging Markets)

Macquarie Asia New States No. 1 Fund

Global Fixed Income

Franklin Templeton Global Aggregate Bond Fund

Australian Equities (Broad Cap)

Macquarie High Conviction Fund

Australian Equities (Small Cap)

Ausbil MicroCap Fund

Equities (Long Short)

Grant Samuel Tribeca Alpha Plus Fund

Property & Infrastructure Securities

Magellan Infrastructure Fund (Unhedged)

Alternative Investments

Partners Group Global Fund

Multi-Sector

IOOF MultiMix Balanced Growth Trust

ETF Provider

BetaShares Capital Limited

Australian Fixed Income (inc. Diversified)

Henderson Australian Fixed Interest Fund

Asset Allocator of the Year

MLC Inflation Plus Assertive Portfolio

SMA Portfolio Awards

Macquarie PPM Growth Ex20 Australian Equity

Responsible Investments:

Perpetual Wholesale Ethical SRI Fund

Retirement Product Innovation:

Alliance Bernstein Managed Volatility Equities Fund

Emerging Manager

The Montgomery Fund – Montgomery Investment Management


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2017

Overall Fund Manager of the Year

Legg Mason Asset Management Australia

Global Equities (Broad Cap)

Antipodes Global Fund – Long Only

Global Equities (Regional & Emerging MARKETS)

Lazard Emerging Markets Fund

Multi-Sector

Schroder Balanced Fund – W Class

Responsible Investments

Legg Mason Martin Currie Ethical Income Fund

Direct property fund

Charter Hall Direct Office Fund

Australian Equities (Broad Cap)

Allan Gray Australia Equity Fund

Australian Equities (Small Cap)

NovaPort Microcap Fund

Equities (Long Short)

Antipodes Global Fund

Property & Infrastructure Securities

Maple-Brown Abbott Global Listed Infrastructure Fund

Alternative Investments

INVESCO Wholesale Global Targeted Returns Fund – Class A

Global Fixed Income

PIMCO Global Bond Fund – Wholesale Class

Australian Fixed Income (Inc. Diversified)

Henderson Australian Fixed Interest Fund

ETF Provider

iShares

SMA Portfolio Award

DNR Capital Australian Equities High Conviction Portfolio

Retirement Product Innovation

Challenger Guaranteed Annuity

Emerging Manager

Antipodes Global Fund

Lifetime Achievement

Peeyush Gupta

Financial Planner of the Year

Charlie Fraser, director, Lyndhurst Family Advisory

BDM of the year

Joe Gennusa, Vanguard, NSW/ACT

Paraplanner of the Year

Rachelle Prato – Commonwealth Financial Planning

Young Achiever of the Year

Scott Miller, director and financial adviser, First Class Wealth


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2018

FUND Manager of the Year

Legg Mason Asset Management Australia

Financial planner of the year

Ben Travers, Pitcher Partners

Young Achiever

Caleb Dozzi

BDM of the Year

Shadia Kouzma

Paraplanner of the year

Chris Cynkar

Lifetime Achievement

Julie Berry

Alternative Strategies

CFM Institutional Systematic Diversified Trust A

Australian Fixed Income

Legg Mason Western Asset Australian Bond Fund – Class A

Australian Property Securities

Folkestone Maxim A-REIT Securities Fund

Australian Small Cap Equities

OC Dynamic Equity Fund

Global Equities

PAN-Tribal Global Equity Fund

ETF Provider

Vanguard Investments Australia

Australian Large Cap Equities

Bennelong Australian Concentrated Equities Fund

Direct property

Australian Unity Healthcare Property Trust – Class A Units

Long/Short Equities

PM Capital Global Companies Fund

Global Fixed Income

Legg Mason Brandywine Global Opportunistic Fixed Income Fund

Emerging Manager

Munro Partners - Munro Global Growth Fund

Infrastructure securities

Lazard Global Listed Infrastructure Fund

Multi-Asset

PineBridge Global Dynamic Asset Allocation Fund

Global Emerging Market Equities

Legg Mason Martin Currie Global Emerging Markets Fund

Global Property Securities

Quay Global Real Estate Fund

SMA Provider

AB Concentrated Global Growth Equities Portfolio

Retirement and income focused

Wingate Global Equity Fund – Hedged

Responsible Investments

Alphinity Sustainable Share Fund