Macquarie Asset Management has won the investment manager of the year for the fourth time since 2018, at Financial Standard’s Investment Leadership Awards.
The awards, presented by leading financial services trade publication Financial Standard, recognises Australian investment managers who consistently deliver robust returns while adeptly managing investment risk.
Rainmaker Information conducted the analysis across six major asset classes, encompassing 21 categories, while reviewing more than seven factors, including performance, volatility, downside risk and performance ratios.
Macquarie Asset Management also won the fixed income aggregate bonds product of the year and Australian equities active core product of the year for the Macquarie Dynamic Bond Fund and the Macquarie Australian Shares Fund respectively.
Vanguard Investments Australia and Insignia Financial were the other investment managers to win multiple awards.
Vanguard Investments Australia won the international equities - indexed/enhanced product of the year and the infrastructure product of the year, while Insignia Financial won the balanced and growth multi-asset product of the year awards.
Of the ESG products, U Ethical Investors was awarded Australian equities ESG product of the year for the U Ethical Australian Equities Trust – Wholesale, and Betashares won international equities ESG product of the year for the Betashares Global Sustainability Leaders ETF.
“Managed products continue to offer good investment solutions to Australian investors,” said John Dyall, head of investment research at Rainmaker Information.
“There are a lot of products available now through multiple distribution channels, such as unlisted unit trusts and Exchange Traded Products.”
“Our role is to help investors identify which products should be part of their decision-making process. The Investment Leaderships Awards are a way to recognise those products and managers that we believe will consistently fulfil the investment needs of those investors.”
The winners of the 2023 Financial Standard Investment Leadership Awards are:
|
Category |
Sub-category |
Investment manager |
Product |
|
Australian Equities |
Active Core |
Macquarie Asset Management |
Macquarie Australian Shares Fund |
|
High Active Risk |
PM Capital |
PM Capital Australian Companies Fund |
|
|
Indexed/Enhanced |
Dimensional Fund Advisors |
Dimensional Australian Large Company Trust |
|
|
Income Focused |
Vertium Asset Management |
Vertium Equity Income Fund |
|
|
Small Cap |
First Sentier Investors |
First Sentier Wholesale Australian Small Companies Fund |
|
|
ESG |
U Ethical |
U Ethical Australian Equities Trust - Wholesale |
|
|
International Equities |
Active Core |
Ironbark Asset Management |
Ironbark Royal London Concentrated Global Share Fund |
|
High Active Risk |
GQG Partners |
GQG Partners Global Equity Fund |
|
|
Emerging Markets |
Capital Group |
Capital Group New World Fund |
|
|
Small Cap |
Bell Asset Management |
Bell Global Emerging Companies Fund |
|
|
Indexed/Enhanced |
Vanguard Investments Australia |
Vanguard International Shares Select Exclusions Index Fund |
|
|
ESG |
Betashares |
Betashares Global Sustainability Leaders ETF |
|
|
Property |
Australian Listed Property |
Pendal Group |
Pendal Property Securities Fund |
|
International Listed Property |
Bennelong Funds Management |
Quay Global Real Estate Fund |
|
|
Infrastructure |
Vanguard Investments Australia |
Vanguard Global Infrastructure Index Fund |
|
|
Fixed Income |
Aggregate Bonds |
Macquarie Asset Management |
Macquarie Dynamic Bond Fund |
|
Credit/Absolute Return |
Ardea Investment Management |
Ardea Real Outcome Fund |
|
|
Multi-Asset |
Capital Stable |
Columbia Threadneedle Investments |
CT Pyrford Global Absolute Return Fund |
|
Balanced |
Insignia Financial |
IOOF MultiMix Balanced Growth Trust |
|
|
Growth |
Insignia Financial |
IOOF MultiMix Growth Trust |
|
|
Investment Manager of the Year |
Macquarie Asset Management |
||
About us:
About Financial Standard:
Financial Standard is dedicated to connecting, informing and educating professionals across Australia's wealth management landscape.
Financial Standard promotes thought leading ideas, analysis, news, multimedia, awards, events and education for professionals working in financial advice, superannuation, investment management, research, insurance and more.
As part of the Rainmaker Group of companies, Financial Standard is uniquely able to deliver leading research and information to the wealth management industry.
About Rainmaker Information:
Rainmaker Information was founded in 1992 and has established a reputation as a leading financial services information publishing house in Australia providing marketing intelligence, research and consulting services on the wealth management industry and forms part of the Rainmaker Group of companies.
Contact details:
Sharren Adiwongso
P: +61 2 8234 7569
E: [email protected]
