Congratulations to all nominees
Lonsec is pleased to announce the nominations for this year’s Lonsec and SuperRatings Fund of the Year Awards.
Join over 300 of your peers to celebrate the best of the superannuation and wealth management industries and honour those who demonstrate a commitment to going above and beyond for members and investors.
The Fund of the Year Awards is an opportunity to acknowledge the significant innovation taking place across the wealth management and superannuation industries, as well as take a look at how we can continue to improve the retirement and investment systems for the benefit of all Australians.
The nominations for the Lonsec awards are:
Lonsec Manager of the Year
Finalists
Betashares
Macquarie Asset Management
Perpetual Asset Management
Schroder Investment Management
T. Rowe Price
Lonsec Multi-Asset Fund of the Year
Finalists
Atrium Evolution Series – Diversified Fund AEF 9
IOOF MultiMix Balanced Growth
Macquarie Real Return Opportunities Fund
MLC Wholesale Inflation Plus — Assertive Portfolio
Perpetual Diversified Real Return Fund – Class Z units
Lonsec Active Global Equity Fund of the Year
Finalists
Arrowstreet Global Equity Fund
Fidelity Asia Fund
GQG Partners Global Equity Fund – A Class
Ironbark Royal London Concentrated Global Share Fund
PM Capital Global Companies Fund
Lonsec Active Australian Equity Fund of the Year
Finalists
Airlie Australian Share Fund
Chester High Conviction Fund
DNR Capital Australian Equities High Conviction Fund
First Sentier Wholesale Australian Small Companies Fund
Spheria Australian Microcap Fund
Lonsec Passive Fund of the Year
Finalists
BetaShares Global Cybersecurity ETF (Ticker: HACK)
iShares Core Composite Bond ETF (Ticker: IAF)
Vanguard Australian Shares High Yield ETF (Ticker: VHY)
VanEck Morningstar Wide Moat ETF (Ticker: MOAT)
Lonsec Active Global Fixed Income Fund of the Year
Finalists
Ardea Real Outcome Fund
Bentham Global Income Fund
Colchester Global Government Bond Fund Class A
Macquarie Dynamic Bond Fund
PIMCO Global Bond Fund — Wholesale Class
Lonsec Active Australian Fixed Income Fund of the Year
Finalists
Janus Henderson Tactical Income Fund
Pendal Short Term Income Securities Fund
Pendal Sustainable Australian Fixed Interest Fund
Smarter Money Higher Income Fund
Yarra Enhanced Income Fund
Lonsec Property and Infrastructure Fund of the Year
Finalists
Australian Unity Healthcare Property Trust – Wholesale Units
Charter Hall Direct Industrial Fund 4
ClearBridge RARE Infrastructure Income Fund – Hedged
Resolution Capital Global Property Securities Fund – (Unhedged) Series II
SGH Property Income Fund
Lonsec Alternatives Fund of the Year
Finalists
Fulcrum Diversified Investments Fund
Hamilton Lane Global Private Assets Fund (AUD)
PIMCO TRENDS Managed Futures Strategy Fund – Wholesale Class
Lonsec Sustainable Fund of the Year
Finalists
Ausbil Active Sustainable Equity
Australian Ethical Emerging Companies Fund (Wholesale)
Martin Currie Ethical Income Fund
State Street Climate ESG International Equity Fund
Lonsec Emerging Manager of the Year
Finalists
Australian Eagle Trust
Fiera Atlas Global Companies Fund (Class A)
Longwave Australian Small Companies Fund – Class A
Skerryvore Global Emerging Markets All-Cap Equity Fund
Lonsec Innovation Award
Finalists
abrdn Global Risk Mitigation Fund
AXA IM Global Green Bond Fund
Mirae Asset Sustainable Asia Sector Leader Equity Fund – Class A
Robeco Global Developed Sustainable Enhanced Index Equity Fund (AUD) – Class B
T. Rowe Price Global Impact Equity Fund – I Class
SuperRatings Fund of the Year
Announced on the day.
SuperRatings MySuper of the Year
Awarded to the fund that has provided the Best Value for Money default offering.
Finalists
Australian Retirement Trust
AustralianSuper
Aware Super
CareSuper
Cbus
HESTA
Hostplus
TelstraSuper
UniSuper
Vision Super
SuperRatings MyChoice Super of the Year
Awarded to the fund with the Best Value for Money Offering for engaged members.
Finalists
Australian Retirement Trust
AustralianSuper
Aware Super
CareSuper
Cbus
HESTA
Hostplus
NGS Super
Rest
UniSuper
SuperRatings Pension of the Year
Awarded to the fund with the Best Value for Money pension offering.
Finalists
Australian Retirement Trust
AustralianSuper
Aware Super
CareSuper
Cbus
HESTA
Hostplus
Rest
TelstraSuper
UniSuper
SuperRatings Career Fund of the Year
Awarded to the fund with the offering that is best tailored to its industry sector.
Finalists
Cbus
HESTA
Hostplus
QANTAS Super
TelstraSuper
UniSuper
SuperRatings Momentum Award
Awarded to the fund that has demonstrated significant progress in executing key projects that will enhance its strategic positioning in coming years.
Finalists
AMP
Aware Super
Brighter Super
CSC
HESTA
MLC
SuperRatings Net Benefit Award
Awarded to the fund with the best Net Benefit outcomes delivered to members over the short and long term.
Finalists
Australian Retirement Trust
AustralianSuper
Cbus
HESTA
Hostplus
UniSuper
SuperRatings Smooth Ride Award
Awarded to the fund that has best weathered the ups and downs of the market, while also delivering strong outcomes.
Finalists
Australian Retirement Trust
AustralianSuper
CareSuper
Hostplus
IOOF
QANTAS Super
SuperRatings Generations Award
Awarded to the fund that has made the greatest contribution towards resolving the challenges faced by current and future generations over the year.
Finalists
Active Super
Australian Ethical Super
Aware Super
HESTA
Rest
UniSuper
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