2017 FundSource Awards
FundSource congratulates 2017 award winners
FundSource congratulates the winners of its 2017 FundSource Awards, which were held on the 30 August 2017.
The event, hosted by NZME Editorial Director - Business Fran O’Sullivan, drew a strong turnout of fund managers from New Zealand and Australia.
Head of FundSource Glen van Echten commented: “The FundSource Awards once again highlight the strong calibre of New Zealand fund managers, and the strength of our local industry.”
“We were delighted to see New Zealand based fund managers take home the majority of the awards, even though overseas funds were eligible to apply for the first time.”
Funds must pass rigorous qualitative and quantitative screening as part of the selection process, before being analysed on a performance based approach. Overseas funds needed to demonstrate a strong commitment to the local market.
Chief FundSource Awards Judge and Research IP Director and Founder Darren Howlin commented: “Congratulations to all the sector shortlisted funds, finalists, and the 2017 FundSource Award winners. The competition was very tight this year, with several new funds coming through, and the inclusion of Australian fund managers for the first time.”
“The FundSource Awards demonstrate that New Zealand’s funds management industry is healthy and robust, and looking better than ever to meet the needs of investors.”
FundSource presented 14 awards. This was made up of 10 sector awards, and four main awards, which include the Longevity Award, KiwiSaver Manager of the Year, Boutique Manager of the Year and Fund Manager of the Year.
For the second year running the Longevity Award and KiwiSaver Manager of the Year were awarded to Milford Asset Management. Boutique Manager of the Year went to Forsyth Barr, and BT Funds Management won the 2017 Fund Manager of the Year award.
A full list of the 2017 award winners and finalists is below:
2017 Fund Manager of the Year
Winner: BT Funds management
Finalist: Harbour Asset Management
Finalist: Smartshares
2017 KiwiSaver Manager of the Year
Winner: Milford Asset Management
Finalist: ASB
Finalist: Mercer
2017 Boutique Manager of the Year
Winner: Forsyth Barr Investment Management
Finalist: QuayStreet Asset Management
2017 FundSource Awards – Longevity Award
Winner: Milford Asset Management - Diversified Income Fund
Finalist: Mint Asset Management – Mint Australia NZ Active Equity Trust (Retail)
Finalist: Smartshares - NZ Mid Cap (MDZ)
2017 FundSource awards – Diversified Sector
Winner: AMP Financial Services - eInvest Funds
Finalist: AMP Capital - Responsible Investment Leadres Funds
Finalist: ASB - ASB Investment Funds
2017 FundSource Awards – International Equity Sector
Winner: Fiducian Funds management - Technology Fund
Finalist: Fiducian Funds management - India Fund
Finalist: Premium China Funds Management - Premium Asia Fund
2017 FundSource Awards – Australasian Equity Sector
Winner: Harbour Asset Management - Australasian Equity Focus Fund - Retail
Finalist: Harbour Asset Management - Australasian Equity Fund - Retail
Finalist: Milford Asset Management - Trans-Tasman Fund
2017 FundSource Awards – Australia Equity Sector
Winner: Macquarie Investment Management - High Conviction Fund
Finalist: Allan Gray - Australia Equity Fund
Finalist: Smartshares - Aus Mid Cap (MZY)
2017 FundSource Awards – New Zealand Equity Sector
Winner: Smartshares - NZ Mid Cap (MDZ)
Finalist: Forsyth Barr Investment Management - New Zealand Equities Fund
Finalist: QuayStreet Asset Management - New Zealand Equity Fund
2017 FundSource Awards – International Fixed Interest Sector
Winner: Bentham Asset Management – Bentham Wholesale Global Income NZD Fund
Finalist: AMP Financial Services - AMP Capital Diversified 1 Fund
Finalist: BT Funds Management - Westpac Active Income Strategies Trust
2017 FundSource Awards– New Zealand Fixed Interest Sector
Winner: QuayStreet Asset Management - Fixed Interest Fund
Finalist: BT Funds Management - Westpac Premium Investment Corporate Bond Fund
Finalist: Harbour Asset Management – NZ Short Duration Fund
2017 FundSource Awards – Alternatives Sector
Winner: AMP Capital - Global Multi Asset Fund
Finalist: Bennelong Funds Management - Kardinia Absolute Return Daily
Finalist: Nikko Asset Management - Multi Strategy Fund
2017 FundSource Awards – Global Property Sector
Winner: Fisher funds - Property & Infrastructure Fund
Finalist: Premium China Funds Management - Premium Asia Property Fund
2017 FundSource Awards– New Zealand Property sector
Winner: BT Funds Management - Westpac Premium Investment Property Fund
Finalist: ANZ Investments - OneAnswer Single-Asset-Class Property Securities Fund
Finalist: Forsyth Barr Investment Management - Listed Property Fund
For more information about the awards please contact us.