2019 Highlights
Hall of fame
1987, Published 1988
Overall Winner:
Elders Investment Management
Performance:
Elders Investment Management
Volatility:
GIO
Risk/Return:
Capita
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
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
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
1991, Published in 1992
Overall Winner:
NRMA
Equities:
Rothschild
Managed
Potter Warburg
Listed Property:
Stockland
Overseas Trusts:
Fidelity
Superannuation:
Colonial Mutual
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
