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 Nikko Asset 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.