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Investment Leadership Awards

2020 Investment Leadership Awards

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 (over a total period of six years) with five different risk measures.

Strategies are separated by both asset classes and how much risk they take in pursuit of their goals.

Tuesday 18 February 6pm-8pm Ivy Sunroom

Click the below categories to view the finalists

Australian Equities - Active Core
Australian Equities - High Performance
Australian Equities - Index/Enhanced
Australian Equities - Income Focused
Australian Equities - Small Cap
Australian Listed Property
Fixed Income - Aggregate Bonds
Fixed Income - Credit
Fixed Income - High Yield Bonds
ESG - Australian Equities
ESG - International Equities
International Equities - Active Core
International Equities - High Performance
International Equities - Emerging Markets
International Equities - Index/Enhanced
International Listed Property
Infrastructure
Multi-Asset - Capital Stable
Multi-Asset - Balanced
Multi-Asset - Growth
Multi-Asset - Flexible Asset Allocation
Investment Manager of the Year
 

INVESTMENT MANAGER OF THE YEAR

BlackRock Investment Management

Challenger/Fidante Partners

Macquarie Investment Management

UBS Asset Management

Vanguard Investments

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AUSTRALIAN EQUITIES - ACTIVE CORE

Greencape Broadcap Fund

Greencape High Conviction Fund

Macquarie Australian Shares Fund

Mutual 50 Leaders Australian Shares

Plato Australian Shares Income Fund

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AUSTRALIAN EQUITIES - HIGH PERFORMANCE

AB Managed Volatility Equities Fund

Allan Gray Australia Equity Fund

Antares Elite Opportunities Fund

Australian Ethical Australian Shares Fund

Australian Ethical Diversified Shares Fund

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AUSTRALIAN EQUITIES - INDEX/ENHANCED

Dimensional Australian Large Company Trust

iShares Australian Equity Index Fund

Macquarie Aust Pure Indexed Equities

State Street Australian Equities Index Trust

Vanguard Australian Shares Index ETF

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AUSTRALIAN EQUITIES - INCOME FOCUSED

Antares Dividend Builder

Legg Mason Martin Currie Real Income Fund

Nikko AM Australian Share Income Fund

Plato Australian Shares Income Fund

Vanguard Australian Shares High Yield ETF

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AUSTRALIAN EQUITIES - SMALL CAP

Australian Ethical Emerging Companies Fund

Macquarie Australian Small Companies Fund

OC Micro-Cap Fund

Pendal MicroCap Opportunities Fund

Vanguard MSCI Aust Small Co Index ETF

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AUSTRALIAN LISTED PROPERTY

Australian Unity Property Income Fund

Charter Hall Maxim Property Securities Fund

Cromwell Australian Property Fund

Cromwell Phoenix Property Securities Fund

Ironbark Paladin Property Securities Fund

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FIXED INCOME - AGGREGATE BONDS

Ardea Real Outcome Fund

Kapstream Absolute Return Income Fund

Nikko AM Australian Bond Fund

Pendal Monthly Income Plus Fund

Perpetual Dynamic Fixed Income Fund

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FIXED INCOME - CREDIT

AMP Capital Corporate Bond Fund

Janus Henderson Diversified Credit Fund

Perpetual Diversified Income Fund

UBS Income Solution Fund

Yarra Enhanced Income Fund

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FIXED INCOME - HIGH YIELD BONDS

Bentham Global Income Fund

Bentham High Yield Fund

Bentham Syndicated Loan Fund

iShares Global High Yield Bond (AUD Hedged) ETF

PIMCO Capital Securities Fund

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ESG - AUSTRALIAN EQUITIES

Alphinity Sustainable Share Fund

Australian Ethical Australian Shares Fund

Australian Ethical Diversified Shares Fund

Australian Ethical Emerging Companies Fund

UBS IQ MSCI Australian Ethical ETF

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ESG - INTERNATIONAL EQUITIES

Candriam Sustainable Global Equity Fund

Pengana International Ethical

Responsible Investment Leaders Int Share

UBS IQ MSCI USA Ethical ETF

UBS IQ MSCI World Ethical ETF

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INTERNATIONAL EQUITIES - ACTIVE CORE

Arrowstreet Global Equity Fund

Bell Global Equities Fund

Fidelity Global Equities Fund

MFS Global Equity Trust

Nikko AM Global Share Fund

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INTERNATIONAL EQUITIES - HIGH PERFORMANCE

C WorldWide Global Equity Trust

Cooper Investors Global Equities Fund

Magellan Global Fund

Magellan High Conviction Fund

T.Rowe Price Global Equity Fund

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INTERNATIONAL EQUITIES - EMERGING MARKETS

Capital Group Emerging Markets Total Opportunities Fund

Fidelity Global Emerging Markets Fund

Pendal Global Emerging Markets Opportunities Fund

Robeco Emerging Conservative Equity Fund

SPDR S&P Emerging Markets Fund

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INTERNATIONAL EQUITIES - INDEX/ENHANCED

BlackRock Fission Indexed Int Equity

Dimensional Global Sustainability Trust

iShares All-Country Equity Index Fund

Macquarie True Index Int Eq Fund

SSGA International Equities Index Trust

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INTERNATIONAL LISTED PROPERTY

Dimensional Global Real Estate Trust (unhedged Class Units)

Macquarie true Index Glob Real Estate Sec

Quay Global Real Estate Fund

Resolution Capital Global Property Securities Fund (unhedged) - Series II

Vanguard International Property Securities Index

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INFRASTRUCTURE

4D Global Infrastructure Fund

Lazard Global Listed Infrastructure Fund

Legg Mason Martin Currie Real Income Fund

Magellan Infrastructure Fund

Vanguard Global Infrastructure Index Fund

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MULTI-ASSET - CAPITAL STABLE

Allan Gray Australia Stable Fund

BlackRock Scientific Div Stable

Perpetual Conservative Growth Fund

Vanguard Conservative Index Fund

Yarra Income Plus Fund

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MULTI-ASSET - BALANCED

BlackRock Scientific Diversified Growth

Macquarie Balanced Growth Fund

Responsible Investment Leaders Balanced Fund

State Street Passive Balanced Trust

Vanguard Balanced Index Fund

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MULTI-ASSET - GROWTH

Pendal Active High Growth Fund

Perpetual Split Growth Fund

UBS Tactical Beta Fund - Growth

Vanguard Growth Index Fund

Vanguard High Growth Index Fund

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MULTI-ASSET - FLEXIBLE ASSET ALLOCATION

Aberdeen Standard Multi-Asset Real Return Fund

Perpetual Diversified Real Return Fund - Class W

Schroder Real Return CPI Plus 5%

UBS Tactical Beta Fund - Balanced

UBS Tactical Beta Fund - Conservative

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Registrations are now closed

Tuesday 18 February 6pm-8pm Ivy Sunroom,
330 George Street, Sydney
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2019 Investment Leadership Awards highlights

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