The annual Fund Manager of the Year Awards ceremony was held last night in Sydney, with more than 20 individual and group winners announced. The awards program comprehensively covers the industry’s top performers, including senior professionals, top fund managers, boutique funds, new entrants, as well as the rising stars and leaders of tomorrow.
As the research partner for the awards, we brought our expertise to judging the 21 group award categories, recognising the very best innovations and products and services that help improve the investment outcomes for Australians.
Congratulations to Schroder Investment Management Australia Ltd for winning this year’s coveted Fund Manager of the Year award. Schroders was recognised for its breadth of quality products across numerous asset class categories, evidenced by the number of nominations it received in this year’s awards. In addition to this, it has a strong heritage in the local market while also being able to harness insights from across its global platform.
Congratulations to all the finalists and winners.
Full list of finalists and winners below. Winners in bold.
Australian Large Cap Equity Fund of the Year
- Merlon Australian Share Income Fund
- Greencape High Conviction Fund
- Macquarie Australian Shares Fund
- Perpetual Industrial Share Fund
- Smallco Investment Fund
Australian Small Cap Equity Fund of the Year
- Hyperion Small Growth Companies Fund
- DNR Capital Australian Emerging Companies Fund
- Eley Griffiths Group Small Companies Fund
- Pengana Emerging Companies Fund
- Spheria Australian Microcap Fund
Global Equities Smaller Companies Fund of the Year
- Fairlight Global Small & Mid Cap Fund (SMID) Class A
- Artisan Global Discovery Fund
- Dimensional Global Small Company Trust – Active ETF
- Ophir Global High Conviction Fund – Class A
Global Equities Large Cap Fund of the Year
- Munro Concentrated Global Growth Fund Class A Units
- Arrowstreet Global Equity Fund
- GQG Partners Global Equity Fund – A Class
- RQI Global Value – Class A
- Schroder Global Core Fund
Global Emerging Market Equity Fund of the Year
- Lazard Emerging Markets Equity Fund
- GQG Partners Emerging Markets Equity Fund – A Class
- India Avenue Equity Fund – Wholesale Class
- Robeco Emerging Conservative Equity Fund
- RQI Emerging Markets Value – Class A
Australian Property Securities Fund of the Year
- Resolution Capital Real Assets Fund
- UBS CBRE Property Securities Fund
- Zurich Investments Australian Property Securities Fund
Global Property Securities Fund of the Year
- Quay Global Real Estate Fund
- CBRE Global Property Securities Fund
- Dimensional Global Real Estate Trust Inc AUD
Infrastructure Securities Fund of the Year
- Lazard Global Listed Infrastructure Active ETF
- 4D Global Infrastructure Fund
- ClearBridge RARE Infrastructure Value Fund – Hedged
- Russell Investments Global Listed Infrastructure Fund – Hedged
Unlisted Real Assets Fund of the Year
- RF CorVal Property Fund
- Australian Unity Healthcare Property Trust – Wholesale Units
- Dexus Wholesale Australian Property Fund
Australian Fixed Income Fund of the Year
- Janus Henderson Tactical Income Fund
- Perpetual Dynamic Fixed Income Fund
- PM Capital Enhanced Yield Fund
- Western Asset Australian Bond Fund
- Yarra Enhanced Income Fund
Global Fixed Income Fund of the Year
- Bentham Global Income Fund
- Ares Global Credit Income Fund
- Invesco Wholesale Senior Secured Income Fund
- Neuberger Berman Strategic Income Fund – I Class
- PIMCO Income Fund – Wholesale Class
Diversified Fixed Income Fund of the Year
- Perpetual Diversified Income Fund
- Bentham Asset Backed Securities Fund – I Class
- Daintree Core Income Trust
- Janus Henderson Diversified Credit Fund
- Realm High Income Fund
Multi-Asset Fund of the Year
- CT Pyrford Global Absolute Return Fund
- Australian Retirement Trust – Super Savings – High Growth
- Betashares Diversified All Growth ETF
- Hostplus Indexed Balanced
- Morningstar Multi-Asset All Growth Fund – Class A
Passive – Equities Fund of the Year
- Vanguard All-World Ex-US Shares Index ETF
- Betashares Australian Ex-20 Portfolio Diversifier ETF
- Global X EURO STOXX 50 ETF
- iShares S&P 500 ETF
- VanEck Australian Banks ETF
Passive – Fixed Income / Alternatives Fund of the Year
- VanEck Australian Subordinated Debt ETF
- Betashares Australian Government Bond ETF
- iShares Government Inflation ETF
- Vanguard Australian Fixed Interest Index Fund
- Global X Physical Structured Gold
Responsible Investment Fund of the Year
- CareSuper – Sustainable Balanced
- Ausbil Active Sustainable Equity
- Dimensional Australian Sustainability Trust
- Perpetual ESG Australian Share Fund (Quoted Managed Fund)
Alternatives Fund of the Year
- P/E Global FX Alpha Fund
- Aspect Absolute Return Fund – Class A
- Aspect Diversified Futures Fund – Class A
- BlackRock Multi Opportunity Absolute Return Fund
- CC Sage Capital Absolute Return Fund
Private Markets Fund of the Year
- Schroder Specialist Private Equity Fund
- Challenger IM Credit Income Fund – Class A
- Hamilton Lane Global Private Assets Fund (AUD)
- Partners Group Global Multi-Asset Fund
- Partners Group Global Value Fund (AUD) – Wholesale
Innovation Award of the Year
- Coller Capital Ltd (for the Coller Private Equity Secondaries Fund – Class D)
- Betashares Capital Ltd (for the Betashares Australian Momentum ETF)
- Pantheon Ventures (UK) LLP (for the Pantheon Global Evergreen Mid-Market Secondaries)
- StepStone Group LP (for the StepStone Private Venture and Growth (Australia) Fund – Class A)
Emerging Manager of the Year
- Blackwattle Investment Partners Pty Limited
- Brown Advisory Limited
- Nuveen Churchill
- EQT Fund Management S.à r.l.
- Life Cycle Investment Partners
Fund Manager of the Year
- Schroder Investment Management Australia Ltd
- Janus Henderson Investors
- Perpetual Investment Management Ltd
- VanEck Investments Limited
- Vanguard Investments Australia Ltd
Disclaimer: Lonsec Research Pty Ltd (ABN 11 151 658 561 AFSL 421445) (Lonsec) are acting as a research partner for the Fund Manager of the Year Awards (Awards) issued by Momentum Media Group Pty Ltd on 26 June 2025. The Awards are determined using Lonsec proprietary methodologies, are solely statements of opinion, subjective in nature and must not be used as the sole basis for investment decisions. The Awards do not represent recommendations to purchase, hold or sell any products or make any other investment decisions. Investors must seek independent financial advice before making any investment decision and must consider the appropriateness of the information, having regard to their objectives, financial situation, and needs. Past performance is not an indication of future performance. Awards are current for 12 months from the date awarded and are subject to change at any time. Lonsec does not represent these Awards to be guarantees nor should they be viewed as an assessment of a fund or the funds’ underlying securities’ creditworthiness. Lonsec receives a fee from the financial product issuer(s) for researching the financial product(s), using objective criteria. Lonsec rating(s) outcome is not linked to the fee or the Award. Lonsec and its associates do not receive any other compensation or material benefits from product issuers or third parties in connection with the Award. Lonsec makes no representation, warranty or undertaking in relation to the accuracy or completeness of the Awards. Lonsec assumes no obligation to update the Awards after publication. The Award is for the exclusive use of the client for whom it is presented and should not be used or relied upon by any other person unless with express permission from Lonsec. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document and any Award or any loss or damage suffered by the reader or any other person as a consequence of relying upon it.
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