2018 FundSource Awards
FundSource congratulates 2018 award winners
FundSource congratulates the winners of its 2018 FundSource Awards, which were held on the 29 August 2018.
The event, hosted by NZME Business Rditor – Hamish Fletcher, drew a strong turnout of fund managers from New Zealand and Australia.
Head of FundSource Glen van Echten commented: “The annual FundSource Awards again highlighted the strong calibre of New Zealand fund managers, and the strength of our local industry.”
“It was great to see winners and finalists from previous years well represented, demonstrating funds are delivering over the long-term, despite varying market conditions.”
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.
C Darren Howlin, Chief Judge and Research IP Director and Founder, said the high level of competition demonstrates that New Zealand's funds management industry is healthy and looking better than ever.
"The FundSource Awards are open to all funds available to retail investors, and the high level of competition demonstrates that New Zealand's funds management industry is healthy and robust, and looking better than ever to meet the needs of local investors," Howlin said.
FundSource presented 14 awards in total. 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.
For the third year running the KiwiSaver Manager of the Year was awarded to Milford Asset Management. Boutique Manager of the Year went to QuayStreet Asset Management, and BT Funds Management won the 2018 Fund Manager of the Year award.
A full list of the 2018 award winners and finalists is below:
2018 Fund Manager of the Year
Winner: Nikko Asset Management
Finalist: Bennelong Funds Management
Finalist: Harbour Asset Management
2018 KiwiSaver Manager of the Year
Winner: Milford Asset Management
Finalist: ASB Group Investments
Finalist: Fisher Funds Management
2018 Boutique Manager of the Year
Winner: QuayStreet Asset Management
Finalist: Castle Point Funds Management
Finalist: Forsyth Barr Investment Management
2018 FundSource Awards – Longevity Award
Winner: AMP Capital – AMP Capital NZ Short Duration Fund
Finalist: Milford Asset Management – Milford Diversified Income Fund
Finalist: QuayStreet Asset Management – QuayStreet Fixed Interest Fund
2018 FundSource awards – Diversified Sector
Winner: QuayStreet Asset Management
Finalist: ANZ Investments
Finalist: ASB Group Investments
2018 FundSource Awards – International Equity Sector
Winner: Harbour Asset Management – Harbour T.Rowe Price Global Equity Growth Fund
Finalist: Fiducian Funds management - Technology Fund
Finalist: Magellan Financial Group – Magellan High Conviction Fund
2018 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 - Milford Dynamic Fund
2018 FundSource Awards – Australia Equity Sector
Winner: Spheria Asset Management – Spheria Australian Smaller Companies
Finalist: Bennelong Funds Management – Bennelong Concentrated Australian Equity Fund
Finalist: Bennelong Funds Management – Bennelong ex-20 Australian Equities
2018 FundSource Awards – New Zealand Equity Sector
Winner: Nikko Asset Management – Nikko AM Concentrated Equity Fund
Finalist: Forsyth Barr Investment Management - New Zealand Equities Fund
Finalist: Nikko Asset Management – Nikko Core Equity Fund
2018 FundSource Awards – International Fixed Interest Sector
Winner: AMP Financial Services - AMP Capital Diversified 1 Fund
Finalist: Bentham Asset Management – Bentham Global Income NZD Fund
Finalist: Bentham Asset Management – Bentham Syndicated Loan NZD
2018 FundSource Awards– New Zealand Fixed Interest Sector
Winner: Nikko Asset Management – Nikko AM Income Fund
Finalist: BT Funds Management - Westpac Premium Investment Funds NZ Diversified Bond Fund
Finalist: Forsyth Barr Investment Management – Forsyth Barr Premium Yield Fund
2018 FundSource Awards – Alternatives Sector
Winner: Castle Point Funds Management – Castle Point Ranger Fund
Finalist: Affluence Funds Management – Affluence Investment Fund
Finalist: Bennelong Funds Management – Kardinia Absolute Return Daily
2018 FundSource Awards – International Property Sector
Winner: Resolution Capital – Resolution Capital Global Property Securities Hedged II Fund
Finalist: Fisher Funds Management – Fisher Premium Property & Infrastructure
Finalist: Mercer – Mercer Unlisted Property Portfolio
2018 FundSource Awards– Australasian Property sector
Winner: APN Property Group – APN AREIT
Finalist: AMP Capital – AMP Capital Australasian Property Index
Finalist: ANZ Investments - OneAnswer Single-Asset-Class Property Securities Fund
For more information about the awards please contact us.