The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager.
What makes these awards different from others? We engaged Rainmaker Information to develop a quantitative methodology that equally weights performance factors with five different risk measures.
Strategies are separated by both asset classes and how much risk they take in pursuit of their goals.
Financial Standard's MAX (Marketing, Advertising and Sales Excellence) Award winners will also be recognised as part of the awards celebrations.
Winners will be announced on the 9th of June 2022 at Doltone House Hyde Park. Register for the event here as we celebrate both the MAX Awards and Investment Leadership Awards together in one night.
Australian Equities - Active Core
- Alphinity Sustainable Share Fund
- Ausbil 130/30 Focus Fund
- Greencape Broadcap Fund
- Macquarie Australian Shares Fund
- Pendal Focus Australian Share Fund
Australian Equities - High Performance
- abrdn Sustainable Australian Equity Fund
- AB Managed Volatility Equities Fund
- Australian Ethical Diversified Shares Fund
- Australian Unity Platypus Australian Equities Fund
- SGH Australia Plus Fund
Australian Equities - Index/Enhanced
- iShares Australian Equity Index Fund
- Macquarie True Index Aust Shares Fund
- Macquarie Aust Pure Indexed Equities
- Vanguard Australian Shares Index ETF
- Vanguard Australian Shares Index Fund
Australian Equities - Income Focused
- First Sentier WS Equity Income Fund
- Lincoln Australian Income Fund
- Martin Currie Real Income Fund
- Perpetual Income Share Fund
- Plato Australian Shares Income Fund
Australian Equities - Small Cap
- Ausbil Microcap Fund
- Australian Ethical Emerging Companies Fund
- OC Micro-Cap Fund
- Pendal MicroCap Opportunities Fund
- UBS Yarra Microcap Fund
International Equities - Active Core
- Alphinity Global Equity Fund
- BetaShares Global Sustainability Leaders ETF
- BNP Paribas C Global Equity Trust
- Apostle Dundas Global Equity Fund
- Intermede Global Equities Fund
International Equities - High Performance
- Bell Global Equities Fund
- BetaShares NASDAQ 100 ETF
- Hyperion Global Growth Companies Fund
- Martin Currie Global Long-Term Uncconstrained Fund
- Pengana Harding Loevner International Fund
International Equities - Emerging Markets
- Fidelity Global EM Fund
- Stewart Investors Global Emerging Markets Sustainability Fund
- Martin Currie Emerging Markets Fund
- Pendal Global EM Opps Fund
- Schroder Global EM Fund
International Equities - Indexed/Enhanced
- iShares International Equity Index Fund
- State Street Climate ESG International Equity Fund)
- State Street International Equities Index Trust
- Vanguard Int Shares Select Exclusions Index Fund
- Vanguard International Shares Index Fund
Australian Listed Property
- Charter Hall Maxim Property Securities Fund
- Ironbark Paladin Property Securities Fund
- Fiducian Property Securities Fund
- Pendal Property Securities Fund
- UBS Property Securities Fund
International Listed Property
- Quay Global Real Estate Fundd
- Dimensional Global Real Estate Trust (Unhedged)
- First Sentier WS Global Property Securities Fund
- Ironbark Global Property Securities Fund
- UBS Clarion Global Property Securities Fund
Infrastructure
- 4D Global Infrastructure Fund
- ClearBridge RARE Infrastructure Income Fund - Hedged
- Macquarie International Infrastructure Securities Fund (Unhedged)
- UBS Clarion Global Infrastructure Securities Fund
- Vanguard Global Infrastructure Index Fund
Fixed Income - Aggregate Bonds
- Ardea Real Outcome Fund
- BlackRock Wholesale International Bond Fund
- Macquarie Dynamic Bond Fund
- PIMCO Global Bond Fund
- Vanguard Australian Corporate Fixed Interest Index ETF
Fixed Income - Credit
- Alexander Credit Opportunities Fund
- Aquasia Enhanced Credit Fund
- Australian Ethical Income Fund
- Metrics Credit Partners Diversified Australian Senior Loan Fund
- Principal Global Credit Opportunities Fund
Multi-Asset - Balanced
- AMS Balanced Fund
- Atrium AEF 7
- First Sentier Wholesale Balanced Fund
- IOOF MultiMix Balanced Growth Trust
- Perpetual Diversified Growth Fund
Multi-Asset - Capital Stable
- First Sentier Wholesale Conservative Fund
- IOOF MultiMix Conservative Trust
- IOOF MultiMix Moderate Trust
- Macquarie Capital Stable Fund
- Perpetual Diversified Real Return
Multi-Asset - Growth
- Atrium AEF 9
- First Sentier WS High Growth Fund
- IOOF MultiMix Growth Trust
- Vanguard Growth Index Fund
- Vanguard High Growth Index Fund
Multi-Asset - Flexible Asset Allocation
- Atrium AEF 7
- Atrium AEF 5
- BMO Pyrford Global Absolute Return Fund
- MLC Inflation Plus - Conservative
- MLC Inflation Plus - Assertive
ESG - Australian Equities
- Alphinity Sustainable Share Fund
- Australian Ethical Diversified Shares Fund
- Australian Ethical Emerging Companies Fund
- Australian Ethical Australian Shares Fund
- Perpetual Ethical SRI Fund
ESG - International Equities
- BetaShares Global Sustainability Leaders ETF
- Dimensional Global Sustainability Trust
- Stewart Investors Worldwide Sustainability Fund
- Nanuk New World Fund
- Pengana Axiom International Ethical Fund (Hedged)
Investment Manager of the Year
- Australian Ethical Investment
- First Sentier Investors
- Macquarie Investment Management
- Pendal Group
- UBS Asset Management
- Vanguard Investments
