Money Management and its research partner, Lonsec have named the finalists for 19 categories for the 2019 Fund Manager of the Year Awards! 

 

Business Development Manager of the Year ⊿

  • Nominations are being collected by Money Management
  • The BDM of the Year award recognises outstanding business development managers working in various sectors of the financial services industry. Nominees are judged on technical expertise, product knowledge and business acumen, in addition to the value they add to the brand they represent.
  • Finalists for this category are split into states with state winners and an overall winner.

With your submission please provide:

  • A covering letter outlining why the nominee should be considered for the award (400 words max.)

  • Information covering the individual’s career achievements (300 words), input to the profession (300 words), contributions to the community (300 words) and a CV (1 page max.)

  • Three separate client endorsements, references or testimonials detailing how the manager has met the needs of the client.

Financial Planner of the Year ⊿

  • Nominations are being collected by Money Management
  • The Financial Planner of the Year award celebrates the best in the financial planning profession. The judges will be looking for a comprehensive overview of the nominee's personal attributes and career achievements.

With your submission please provide:

  • A cover letter outlining why the nominee should be considered for the award (400 words max.)
  • Information covering the individuals career achievements (300 words), input to the financial planning profession (300 words), contributions to the community (300 words) and a CV (1 page max.)
  • Three separate client endorsements, references or testimonials detailing how the adviser has met the needs of the client (max. 300 words each)

Paraplanner of the Year ⊿

  • Nominations are being collected by Money Management
  • The Paraplanner of the Year award celebrates excellence behind the scenes of the financial planning profession – the paraplanner. Nominations call for a comprehensive overview of personal attributes and career achievements

With your submission please provide:

  • A cover letter outlining why the nominee should be considered for the award (400 words max.)
  • Information covering the individuals career achievements (300 words), inout to the paraplanning profession (300 words), contributions to the community (300 words) and a CV (1 page max.)
  • Three financial planner or managerial endorsements detailing how the paraplanner has met the needs of their practice (max. 300 words each)

Young Achiever of the Year ⊿

  • Nominations are being collected by Money Management
  • Open to anyone working within the financial services industry that will be below the age of 35 at midnight on 16th May 2019. The judges will be looking to find the most talented individual working within the financial services industry.

With your submission please provide:

  • A cover letter outlining why the nominee should be considered for the award (400 words max.)
  • Two references from colleagues or clients (max. 300 words each)
  • An outline of the individial's career history and achievements to date (400 words max.)

Lifetime Achievement Award ⊿

This category is judged by Money Management and the winner will be announced at the Fund Manager of the Year Awards Night 2019.

Australian Large Cap Equities ⊿

Finalists

  • Platypus Australian Equities Fund

  • AB Managed Volatility Equities Fund

  • Bennelong Australian Equities Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Australian Small Cap Equities ⊿

Finalists

  • Fidelity Future Leaders Fund
  • Eley Griffiths Group Emerging Companies Fund
  • Perennial Value Microcap Opportunities Trust

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Global Equities ⊿

Finalists

  • Generation Wholesale Global Share Fund
  • Ironbark Royal London Concentrated Global Share Fund
  • AB Global Equities Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Global Emerging Market Equities ⊿

Finalists

  • Fidelity China Fund
  • Colonial First State Asian Growth Fund
  • Robeco Emerging Conservative Equity Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Long/Short Equities ⊿

Finalists

  • Solaris Australian Equity Long Short Fund
  • Antipodes Global Fund
  • Platinum International Healthcare Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Responsible Investments ⊿

Finalists

  • Alphinity Sustainable Share Fund
  • Pengana WHEB Sustainable Impact Fund
  • Australian Ethical Australian Shares Fund (Wholesale)

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Australian Property Securities ⊿

Finalists

  • Pendal Property Securities Fund
  • Legg Mason Martin Currie Real Income Fund
  • Charter Hall Maxim Property Securities Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Global Property Securities ⊿

Finalists

  • Principal Global Property Securities Fund
  • SGH LaSalle Global Property-Rich Fund
  • Quay Global Real Estate Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Infrastructure Securities ⊿

Finalists

  • Colonial First State Global Listed Infrastructure Securities Fund
  • Magellan Infrastructure Fund
  • RARE Emerging Markets Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Direct and Hybrid Property ⊿

Finalists

  • Aust Unity Retail Property Fund
  • Aust Unity Diversified Property Fund
  • Charter Hall Direct Office Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Australian Fixed Income ⊿

Finalists

  • Legg Mason Western Asset Australian Bond Fund
  • Macquarie Australian Fixed Interest Fund
  • Janus Henderson Australian Fixed Interest Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Global Fixed Income ⊿

Finalists

  • Colchester Global Government Bond Fund
  • PIMCO Global Bond Fund
  • Legg Mason Western Asset Global Bond Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Alternative Strategies ⊿

Finalists

  • P/E Global FX Alpha Fund
  • Winton Global Alpha Fund
  • Partners Group Global Value Fund (AUD)

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Multi-Asset ⊿

Finalists

  • Cbus Industry Growth
  • BMO Pyrford Global Absolute Return Fund
  • MLC Wholesale Inflation Plus Moderate Portfolio

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

ETF Provider ⊿

Finalists

  • BetaShares
  • Vanguard
  • Van Eck

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Separately Managed Accounts ⊿

Finalists

  • Quest Australian Equities Concentrated Portfolio
  • iShares Enhanced Strategic Growth
  • AB Concentrated Global Growth Equities Portfolio

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Retirement and Income Focused ⊿

Finalists

  • Pendal Monthly Income Plus Fund
  • Legg Mason Martin Currie Real Income Fund Class A Units
  • Challenger Annuities

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Emerging Manager ⊿

Finalists

  • Lennox Australian Small Companies Fund
  • Daintree Core Income Trust
  • Quay Global Real Estate Fund

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

Listed Investment Companies & Trusts ⊿

Finalists

  • Australian Foundation Investment Company Limited
  • Mirrabooka Investments Limited
  • MCP Master Income Trust

All finalists have been selected and rated by Lonsec. The winner for this catagory will be announced at the Fund Manager of the Year Awards Night 2019.

2019 Fund Manager of the Year ⊿

The 2019 Fund Manager of the Year Award is judged by Lonsec and the winner will be announced at the Fund Manager of the Year Awards Night 2019.