We are pleased to reveal the Fund Manager of the Year Awards finalists for 2023.
As previously announced, we are thrilled to be partnering with Money Management and Momentum Media to deliver this year’s Fund of the Year Awards.
As the exclusive Research Partner, we bring a wealth of experience and expertise to the awards and will provide greater transparency and insight into the investment products and services being recognised. This partnership reflects both ours and Money Management’s commitment to recognising excellence in investment management.
Commenting on this partnership, Lonsec Research executive director, Lorraine Robinson, said: “We are delighted to partner with Money Management for the Fund Manager of the Year Awards.”
“Congratulations to all the finalists and we look forward to celebrating the leaders in funds management who continue to innovate and develop strategies to meet the changing needs of Australian investors.”
The judging criteria for award categories is both quantitative and qualitative, acknowledging investment quality and performance, leadership, innovation, business excellence and contribution to Australia’s financial sector.
Winners will be announced at a black-tie gala event at The Star, Sydney on Thursday, 22 June.
Congratulations to all the finalists…
| Australian Property Securities Fund of the Year |
- Cromwell Phoenix Property Securities Fund
- Martin Currie Real Income Fund – Class A
- SGH Property Income Fund
| Global Property Securities Fund of the Year |
- Ironbark Global Property Securities Fund
- Quay Global Real Estate Fund – Unhedged
- UBS CBRE Global Property Securities Fund
| Infrastructure Fund of the Year |
- ClearBridge RARE Infrastructure Value Fund — Unhedged
- CFS FC Global Infrastructure Securities Fund
- Lazard Global Listed Infrastructure Fund
| Unlisted Real Estate Fund of the Year |
- Australian Unity Healthcare Property Trust – Wholesale Units
- Centuria Diversified Property Fund
- Charter Hall Direct Industrial Fund No.4
| Australian Large Cap Equity Fund of the Year |
- Allan Gray Australia Equity Fund
- Dimensional Australian Value Trust
- DNR Capital Australian Equities High Conviction Portfolio
- Lazard Select Australian Equity Fund (W Class)
- Quest Australian Equities Concentrated Portfolio SMA
| Australian Small Cap Equity Fund of the Year |
- First Sentier Wholesale Australian Small Companies Fund
- OC Dynamic Equity Fund
- Spheria Australian Smaller Companies Fund
| Global Equity Fund of the Year |
- Arrowstreet Global Equity Fund
- Barrow Hanley Global Share Fund
- Lazard Global Equity Franchise Fund
- PM Capital Global Companies Fund
- Realindex Global Share Value – Class A
| Global Emerging Market Equity Fund of the Year |
- Fidelity Asia Fund
- FSSA Asian Growth Fund
- Lazard Emerging Markets Equity Fund
| Multi-Asset Fund of the Year |
- Australian Retirement Trust – Super Savings – Growth
- BlackRock Tactical Growth Fund – Class D
- CareSuper – Sustainable Balanced
- ipac Income Generator (Class K)
- Perpetual Balanced Growth Fund
| Passive – Equity Fund of the Year |
- Betashares Australia 200 ETF
- iShares Core S&P/ASX 200 ETF
- SPDR S&P World ex Australia Carbon Control Fund
- VanEck Australian Equal Weight ETF
- Vanguard US Total Market Shares Index ETF
| Passive – Other Asset Class Fund of the Year |
- Betashares Australian Bank Senior Floating Rate Bond ETF
- Global X Physical Gold ETF
- iShares Core Composite Bond ETF
- iShares Global Bond Index Fund
- VanEck Australian Floating Rate ETF
- Janus Henderson Australian Fixed Interest Fund
- Macquarie Australian Fixed Interest Fund
- Pendal Sustainable Australian Fixed Interest Fund
- Perpetual Active Fixed Interest Fund (Class A Units)
- Western Asset Australian Bond Fund – Class A
- Yarra Enhanced Income Fund
| Global Fixed Income of the Year |
- Bentham Global Income Fund
- Brandywine Global Opportunistic Fixed Income Fund – Class A
- Perpetual Dynamic Fixed Income Fund
- PIMCO Income Fund – Wholesale Class
- T. Rowe Price Dynamic Global Bond Fund – I Class
| Alternatives Fund of the Year |
- Australian Retirement Trust – Super Savings – Diversified Alternatives
- CC Sage Capital Absolute Return Fund
- Hamilton Lane Global Private Assets Fund (AUD)
| Responsible Investment Fund of the Year |
- Ausbil Active Sustainable Equity Fund
- Australian Ethical Emerging Companies Fund (Wholesale)
- Candriam Sustainable Global Equity Fund
- Impax Sustainable Leaders Fund
| Innovation Award of the Year |
- Betashares Capital
- Generation Life
- L1 Capital
| Emerging Manager of the Year |
- Aikya Investment Management
- Fortlake Asset Management
- Pzena Investment Management
- Ruffer LLP
- Skerryvore Asset Management
- BlackRock Investment Management (Australia)
- Franklin Templeton Australia
- Lazard Asset Management
- Macquarie Asset Management
- VanEck
