Finalists & Winners

Congratulations to all the finalists and winners of the 2019 Zenith Fund Awards.

Our annual Fund awards took place at the Ivy Ballroom in Sydney on Friday 11 October. Our awards recognise excellence in funds management across all major asset classes and disciplines, which is fundamental to raising the standards of funds management for the ultimate benefit of investors.

Magellan Asset Management took out top honours as Fund Manager of the Year. They were also awarded the Infrastructure and International Equities – Global sector awards. The Zenith judges praised Magellan’s investment team, quality of business, focus on retail investor outcomes, and integrated risk management framework, which equipped the manager to deliver outstanding risk-adjusted investment returns over a long period to underlying investors.

The Distributor of the Year was awarded to Pinnacle Investment Management for the fourth year running. We were impressed by Pinnacle’s suite of high-quality investment boutiques across a range of asset classes, varying investor platforms and structures. Additionally, we rated their high standards in reporting, access to investment professionals, effective education and communication of manager strategies, making them a deserving winner.

This year, in addition to the usual sector awards, we introduced two new awards - Sustainable and Responsible Investments and Rising Star – in recognition of changes in the industry.

We also introduced the Industry Contribution Award – awarded to Kerr Neilson, Chief Investment Officer and Co-founder of Platinum Asset Management. Mr Neilson is often referred to as Australia's Warren Buffett for his investment prowess and, has been actively involved in the funds management industry for more than 30 years.

The Zenith Fund Awards rely on our insights and leadership in assessing the capabilities and future potential of fund managers. Each finalist is a leader in their field and has displayed investment excellence across both qualitative and quantitative criteria over the last 12 months.

David Wright, one of our Managing Partners, congratulated all finalists and winners for their outstanding achievements and their contribution to the industry.

“With many active managers under increasing pressure in today’s market, they need to be best practice and continually improve their investment teams and processes in order to compete. We have been extremely impressed with the number of managers who are pushing the boundaries to deliver better outcomes to Australian investors.”

Here's a full list of all the 2019 finalists and winners.

Category

Finalists/Winners

Australian Real Estate Investment Trust

Cromwell Funds Management
UBS Asset Management
Winner: Zurich Investments / Renaissance Asset Management

Global Real Estate Investment Trust

Principal Global Investors
Quay Global Investors
Winner: Resolution Capital Limited

Real Assets

Winner: AMP Capital
Australian Unity 
Charter Hall Group

Infrastructure

AMP Capital
First Sentiers Investors
Winner: Magellan Asset Management

Global and Diversified Fixed Interest

GSFM - Payden & Rygel Investment Management
Winner: PIMCO Australia
UBS Asset Management

Australian Fixed Interest

Winner: Ardea Investment Management
Legg Mason Australia / Western Asset Australia
Macquarie Asset Management

Exchange Traded Products

BetaShares Capital
Winner: iShares by BlackRock
VanEck Investments 

Listed Investment Entities

Magellan Asset Management
Winner: Metrics Credit Partners
VGI Partners Limited

Alternative Strategies

Man Group
Winner: Partners Group
Perpetual Investment Management Limited

Multi Asset - Diversified

Winner: BlackRock
Colonial First State Investments Ltd
Perpetual Investment Management Limited

Multi Asset - Real Return

MLC
Morningstar Investment Management Australia Limited
Winner: Perpetual Investment Management Limited

International Equities - Emerging Markets and Regional

Winner: Fidelity International
Robeco
UBS Asset Management

International Equities - Alternative Strategies

Antipodes Partners
Winner: Montaka Global Investments
Platinum Asset Management

International Equities - Global

Macquarie Asset Management / Arrowstreet Capital
Macquarie Asset Management/Independent Franchise Partners
Winner: Magellan Asset Management

Australian Equities - Alternative Strategies

Regal Funds Management
Smallco Investment Manager
Winner: Solaris Investment Management

Australian Equities - Small Cap

Winner: Fidelity International
Investors Mutual Limited
Lennox Capital Partners

Australian Equities - Large Cap

Allan Gray Australia
Winner: AllianceBernstein
Solaris Investment Management

Sustainable Responsible Investing

Alphinity Investment Management
Winner: BNP Paribas Asset Management/Impax Asset Management
PIMCO Australia

Rising Star

Winner: Jamieson Coote Bonds
Lennox Capital Partners
Quay Global Investors

Distributor of the Year

Pinnacle Investment Management

Fund Manager of the Year

Magellan Asset Management

Industry Contribution Award

Kerr Neilson

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