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Hall of Fame

Select category

1988 - Hall of fame

Overall Winner

Elders Investment Management

Performance

Elders Investment Management

Volatility

GIO

Risk/Return:

Capita

1989 - Hall of fame

Overall Winner

Bankers Trust

Domestic Equities

Rothschild

Insurance Bonds/Friendly Societies

Bankers Trust

International Equities

Westpac Bank

Income Funds

Estate Mortgage

Rollovers

Macquarie Bank

Superannuation

FAI

Property

National Mutual

1990 - Hall of fame

Overall Winner

Westpac Bank

Equity Trusts

BT

Listed Property

Mirvac

Fixed Interest

Howard Finance

Superannuation

State Bank Victoria

Rollovers

Perpetual

Bonds

Mutual Community

International

Macquarie

1991 - Hall of fame

Overall Winner

Advance Asset Management

Equities

Advance Asset Management

Managed

BT

Listed Property

Jupiter

Fixed Interest

Howard Finance

Overseas Trusts:

Bankers Trust

Insurance Bonds

Westpac Funds Management

Superannuation

Zurich

Rollovers

Commonwealth Bank Australia

1992 - Hall of fame

Overall Winner

NRMA

Equities

Rothschild

Managed

Potter Warburg

Listed Property

Stockland

Overseas Trusts

Fidelity

Superannuation

Colonial Mutual

1993 - Hall of fame

Overall Winner

BT

Service Quality

BT

Equities

Perpetual

Managed

BT

Listed Property

Stockland

Fixed Interest

Were Securities

Overseas Trusts

Bankers Trust

Insurance Bonds

NRMA Life

Superannuation

NRMA

Rollovers

NRMA

1994 - Hall of fame

Overall Winner

BT & FAI Life

Service Quality

Macquarie

Equities

BT

Fixed Interest

Legal & General

Managed Funds

EquitiLink

Listed Property

Westpac

International

Thornton

Insurance

Tyndall

Rollovers

FAI

Superannuation

FAI

1995 - Hall of fame

Overall Winner

Armstrong Jones

Advisor Support

Macquarie

Equities

First State

Bonds

AMP

International

BT

Superannuation

Suncorp

Rollover

First State

Managed

Armstrong Jones

Fixed Interest

Global

1996 - Hall of fame

Overall Winner

Bankers Trust

Fixed Interest

AMP

Adviser Support

Asgard

Bonds

Lifeplan Man Unity

Managed Funds

Armstrong Jones

Rollovers

First State

Superannuation

ANZ

International

BT

Australia Equities

First State

Mortgages

Global

1997 - Hall of fame

Overall Winner

First State

Equities

First State

Managed

BT

Rollovers

First State

Bonds and Friendly Societies

Tyndall

Fixed Interest

Macquarie

Overseas

BT

Allocated Pensions

AM Corporations

Superannuation

First State

Adviser Support

Macquarie

1998 - Hall of fame

Overall Winner

Mercantile Mutual

Equities

Perpetual

Multi-Sector Trusts

Mercantile Mutual

Superannuation

Zurich

Global

Advance

Income Trusts

AMP

Allocated Pensions

AM Corporations

Friendlies

Australian Unity

Insurance Bonds

Tyndall

Service

Asgard

1999 - Hall of fame

Overall Winner

Colonial First State

Allocated Pensions and Annuities

Colonial First State

Friendly Society Bonds

Heine Group

Global Unit Trusts

Commonwealth Financial Services

Income Trusts

Norwich Union

Insurance Bonds

Suncorp

Multi-Sector Trusts

Colonial First State

Superannuation

Merrill Lynch Mercury Asset Management

Equities

Merrill Lynch Mercury Asset Management

2000 - Hall of fame

Overall Winner

Colonial First State

Australian Equities

Mercantile Mutual

Multi-Sector

BT Funds Management

Mortgage Funds

Challenger

International Equities

Platinum

Property

AMP

Fixed Interest

Citicorp

2001 - Hall of fame

Overall Winners

Credit Suisse Asset Management

International Equities

Platinum Asset Management

Property Funds

Rothschild Australia Asset Management

Multi-Sector Funds

Credit Suisse Asset Management

Australian Fixed Interest

UBS Asset Management

Australian Equity Class

JB Were

Mortgage Funds

Challenger International

2002 - Hall of fame

Overall Winner

UBS Global Asset Management

Australian Shares

Investors Mutual

Multi-Sector

UBS Asset Management

Mortgages

Perpetual Investments

International Shares

Platinum Asset Management

Property Securities

UBS Global Asset Management

Australian Fixed Interest

UBS Global Asset Management

2003 - Hall of fame

Fund Manager of the Year

UBS Global Asset Management

Australian Fixed Interest

UBS Global Asset Management

Australian Equities

Perpetual

Mortgages

Investors Mutual Limited

International Equities

Credit Suisse Asset Management

Mortgage Funds

Challenger International

Multi-Sector

Maple-Brown Abbott

Property Securities

UBS Global Asset Management

Alternative Assets

Vertex Capital Management

Rising Star

Investor Mutual

2004 - Hall of fame

Fund Manager of the Year

Perpetual Investments

Australian Equities

Perpetual Investments

International Equities

Credit Suisse Asset Management

Property Securities

HSBC Asset Management

Multi-Sector

Vanguard Investments

Australian Fixed Interest

Colonial First State

Mortgage Funds

Australian Unity

Alternative Assets

St Helens Capital

Rising Star

JM Asset Management

2005 - Hall of fame

Fund Manager of the Year

Alliance Bernstein

Property Securities

Principal Global Investors

Australian Equities

MIR Investment Management

International Equities

Alliance Bernstein

Australian Fixed Interest

Perennial Investment Partners

International Fixed Interest

PIMCO Australia

Mortgage Funds

AXA Australia

Alternative Assets

Gottex Portfolio Management

Rising Star

MIR Investment Management

Multi-Sector

ING Investment Management

2006 - Hall of fame

Fund Manager of the Year

MIR Investment Management

Australian Shares (Mid & Large Cap)

MIR Investment Management

International Shares

Credit Suisse Asset Management

Property Securities

Morgan Stanley Investment Management

Emerging Markets/Asia (Ex-Japan)

Acadian Asset Management

Australia Shares (Small Cap)

Souls Funds Management

Fixed Interest (Diversified)

PIMCO Australia

Credit

PIMCO Australia

Rising Star

Pengana Capital

Hedge Funds (Multi-Strategy)

Barclays Global Investors

2007 - Hall of fame

Fund Manager of the Year

Barclays Global Investors

Hedge Funds (Multi-Strategy)

Bridgewater Associates

Rising Star

Greencape Capital

International Shares (Broad Cap)

AllianceBerstein Australia

Australian Shares (Broad Cap)

Barclays Global Investors

Fixed Interest (Diversified)

PIMCO Australia

Asia

Platinum Asset Management

Australian Shares (Small Cap)

Adam Smith Asset Management

International Shares (Small Cap)

Lazard Asset Management

Credit

BlackRock Investment Management

Emerging Markets

Aberdeen Asset Management

Property Securities (Australia)

Principal Global Investors

Property Securities (Global)

LaSalle Investment Management

2008 - Hall of fame

Fund Manager of the Year

Perennial Investment Partners

Rising Star

Greencape Capital

International Equities (Broad Cap)

T.Rowe Price Global Investment Services

Regional/Emerging Market Equities

Treasury Asia Asset Management

Australian Equities (Broad Cap)

Perennial Growth Management

Australian Equities (Small Cap)

Pengana Capital

Property Securities (Australia)

BT Investment Management

Property Securities (Global)

RREEF Alternative Investments

Hedge Funds (Long Short Australian Equities)

Acadian Asset Management

Hedge Funds (Alternative Assets)

HFA Asset Management

Fixed Interest (Diversified)

Macquarie Funds Management

Multi-Manager

Mercer

2009 - Hall of fame

Fund Manager of the Year

Schroders Investment Management

Global Equities (Broad Cap)

Magellan Asset Management

Global Equities (Long Short)

Platinum Asset Management

Regional/Emerging Market Equities

Aberdeen Asset Management

Multi-Manager

Advance Asset Management

Australian Equities (Broad Cap)

Integrity Investment Management

Australian Equities (Long Short)

K2 Asset Management

Australian Equities (Small Cap)

Schroders Investment Management

Rising Star

Integrity Investment Management

Alternative Investments (Hedge Funds)

Winton Capital Management (Macquarie Professional Series)

Fixed Interest (Diversified)

Schroders Investment Management

Property Securities (Australia)

ING Investment Management

Property Securities (Global)

ING Clarion Real Estate Securities

2010 - Hall of fame

Fund Manager of the Year

Schroders Investment Management

Property Securities (Australia)

SG Hiscock & Company

Property Securities (Global)

AMP Capital Investors

Australian Equities (Small Cap)

Hyperion Asset Management

Australian Equities (Broad Cap)

Integrity Investment Management

Australian Equities (Long Short)

Smallco Investment Manager

Fixed Interest (Diversified)

Macquarie Investment Management

Global Equities (Long Short)

Platinum Asset Management

Global Equities (Regional and Emerging Markets)

T.Rowe Price

Global Equities (Broad Cap)

Schroders Investment Management

Multi-Sector

Mercer

Rising Star

Solaris Investment Management

2011 - Hall of fame

Fund Manager of the Year

Schroder Investment Management

Australian Equities (Broad Cap)

Fidelity International

Australian Equities (Long Short)

Perpetual

Australian Equities (Small Cap)

Perennial Investment Partners

Fixed Interest (Global and Diversified)

PIMCO

Global Equities (Broad Cap)

Independent Franchise Partners

Global Equities (Long Short)

Five Oceans Asset Management

Global Equities (Regional and Emerging Markets)

Aberdeen Asset Management

Asset Allocator

Schroder Investment Management

Global Property Securities

AMP Capital Investors

Australian Property Securities

Cromwell Property Group

Ethical/SRI Manager

Hunter Hall

Alternative Investments (Hedge Funds)

Winton Capital Management

Multi-Sector

Schroder Investment Management

Rising Star

Alphinity Investment Management

2012 - Hall of fame

Fund Manager of the Year

Schroder Investment Management

Australian Equities (Broad Cap)

Investors Mutual

Australian Equities (Long/Short)

Regal Funds Management

Australian Equities (Small Cap)

NovaPort Capital

Fixed Interest (Diversified and Global)

Schroder Investment Management

Property Securities (Global)

UBS Asset Management

Property Securities (Australia)

Phoenix Portfolios/Cromwell Property Group

Global Equities (Broad Cap)

Independent Franchise Partners

Global Equities (Long/Short)

Lighthouse Investment Partners

Regional/Emerging Market Equities

Aberdeen Asset Management

Alternative Investments

Winton Capital Management

Ethical/SRI Funds

BT Investment Management

Asset Allocator of the Year

Schroder Investment Management

Multi-Sector Funds

Schroder Investment Management

Rising Star

NovaPort Capital

2013 - Hall of fame

Fund Manager of the Year

Hyperion Asset Management Limited

Global Equities (Broad Cap)

MFS Concentrated Global Equity Trust (Wholesale)

Global Equities (Regional & Emerging Markets)

Aberdeen Emerging Opportunities Fund

Responsible Investments

Perpetual Wholesale Ethical SRI Fund

Australian Equities (Broad Cap)

Hyperion Australian Growth Companies Fund

Australian Equities (Small Cap)

Hyperion Small Growth Companies Fund

Australian Equities (Long/Short)

Smallco Investment Fund

Property & Infrastructure Securities

Zurich Investment Australian Property Securities Fund

Alternative Investments

Certitude Asian Opportunities Fund

Multi-Sector

Schroder Balanced Fund

Asset Allocator of the Year

Legg Masson Asset Management Australia

Fixed Interest (Diversified)

PIMCO EQT Wholesale Global Bond Fund

ETF Provider

BlackRock Investment Management

Retirement Product Innovation

Plato Australia Shares Income Fund

Rising Star

Itau Unibanco S.A. – Itau Latin America Equity Fund

2014 - Hall of fame

Fund Manager of the Year

Lazard Asset Management Pacific Co.

Global Equities (Broad Cap)

Arrowstreet Global Equity Fund

Global Equities (Regional & Emerging Markets)

Macquarie Asia New Stars No. 1 Fund

Responsible Investments

Perpetual Ethical SRI Fund

Australian Equities (Broad Cap)

Lazard Select Australian Equity Fund

Australia Equities (Small Cap)

Ausbil MicroCap Fund

Equities (Long/Short)

Platinum Japan Fund

Property & Infrastructure Securities

Lazard Global Listed Infrastructure Fund

Alternative Investments

AQR Managed Futures Fund

Multi-Sector

Legg Mason Diversified Trust

ETF Provider

Vanguard Investments Australia

Fixed Interest (Diversified)

Templeton Global Bond Plus

Asset Allocator of the Year

Legg Mason Diversified Trust

Retirement Product Innovation

BT Investment Management Defensive & Balanced Equity Income

Emerging Manager

Paradice Global Small Mid Cap Fund

2015 - Hall of fame

Fund Manager of the Year

Legg Mason Asset Management Australia Limited

Global Equities (Broad Cap)

Arrowstreet Global Equity Fund

Global Equities (Regional & Emerging Markets)

Fiducian India Fund

Global Fixed Income

Legg Mason Brandywine Global Opportunistic Fixed Income Trust

Australian Equities (Broad Cap)

State Street Australian Equity Fund

Australian Equities (Small Cap)

SGH ICE

Equities (Long Short)

Ellerston Australian Market Neutral Fund

Property & Infrastructure Securities

Legg Mason Property Securities Trust

Alternative Investments

Aspect Diversified Futures

Multi-Sector

UBS Tactical Beta Growth

ETF Provider

Vanguard Investments Australian Limited

Australian Fixed Income (Inc. Diversified)

BT Wholesale Fixed Interest Fund

Asset Allocator of the Year

UBS Tactical Beta Growth

SMA Portfolio Award

Perpetual Direct Equity Alpha SMA

Responsible Investments

Australian Ethical Smaller Companies Trust

Retirement Product Innovation

Perennial Value Wealth Defender Australian Shares Trust

Emerging Manager

Presima Global Property Securities Concentrated Fund Manager – Presima Inc.

2016 - Hall of fame

Fund Manager of the Year

Macquarie Investment Management

Global Equities (Broad Cap)

IFP Global Franchise Fund Macquarie Professional Series

Global Equities (Regional & Emerging Markets)

Macquarie Asia New States No. 1 Fund

Global Fixed Income

Franklin Templeton Global Aggregate Bond Fund

Australian Equities (Broad Cap)

Macquarie High Conviction Fund

Australian Equities (Small Cap)

Ausbil MicroCap Fund

Equities (Long Short)

Grant Samuel Tribeca Alpha Plus Fund

Property & Infrastructure Securities

Magellan Infrastructure Fund (Unhedged)

Alternative Investments

Partners Group Global Fund

Multi-Sector

IOOF MultiMix Balanced Growth Trust

ETF Provider

BetaShares Capital Limited

Australian Fixed Income (inc. Diversified)

Henderson Australian Fixed Interest Fund

Asset Allocator of the Year

MLC Inflation Plus Assertive Portfolio

SMA Portfolio Awards

Macquarie PPM Growth Ex20 Australian Equity

Responsible Investments

Perpetual Wholesale Ethical SRI Fund

Retirement Product Innovation

Alliance Bernstein Managed Volatility Equities Fund

Emerging Manager

The Montgomery Fund – Montgomery Investment Management

2017 - Hall of fame

Overall Fund Manager of the Year

Legg Mason Asset Management Australia

Global Equities (Broad Cap)

Antipodes Global Fund – Long Only

Global Equities (Regional & Emerging MARKETS)

Lazard Emerging Markets Fund

Multi-Sector

Schroder Balanced Fund – W Class

Responsible Investments

Legg Mason Martin Currie Ethical Income Fund

Direct property fund

Charter Hall Direct Office Fund

Australian Equities (Broad Cap)

Allan Gray Australia Equity Fund

Australian Equities (Small Cap)

NovaPort Microcap Fund

Equities (Long Short)

Antipodes Global Fund

Property & Infrastructure Securities

Maple-Brown Abbott Global Listed Infrastructure Fund

Alternative Investments

INVESCO Wholesale Global Targeted Returns Fund – Class A

Global Fixed Income

PIMCO Global Bond Fund – Wholesale Class

Australian Fixed Income (Inc. Diversified)

Henderson Australian Fixed Interest Fund

ETF Provider

iShares

SMA Portfolio Award

DNR Capital Australian Equities High Conviction Portfolio

Retirement Product Innovation

Challenger Guaranteed Annuity

Emerging Manager

Antipodes Global Fund

Lifetime Achievement

Peeyush Gupta

Financial Planner of the Year

Charlie Fraser, director, Lyndhurst Family Advisory

BDM of the year

Joe Gennusa, Vanguard, NSW/ACT

Paraplanner of the Year

Rachelle Prato – Commonwealth Financial Planning

Young Achiever of the Year

Scott Miller, director and financial adviser, First Class Wealth

2018 - Hall of fame

FUND Manager of the Year

Legg Mason Asset Management Australia

Financial planner of the year

Ben Travers, Pitcher Partners

Young Achiever

Caleb Dozzi

BDM of the Year

Shadia Kouzma

Paraplanner of the year

Chris Cynkar

Lifetime Achievement

Julie Berry

Alternative Strategies

CFM Institutional Systematic Diversified Trust A

Australian Fixed Income

Legg Mason Western Asset Australian Bond Fund – Class A

Australian Property Securities

Folkestone Maxim A-REIT Securities Fund

Australian Small Cap Equities

OC Dynamic Equity Fund

Global Equities

PAN-Tribal Global Equity Fund

ETF Provider

Vanguard Investments Australia

Australian Large Cap Equities

Bennelong Australian Concentrated Equities Fund

Direct property

Australian Unity Healthcare Property Trust – Class A Units

Long/Short Equities

PM Capital Global Companies Fund

Global Fixed Income

Legg Mason Brandywine Global Opportunistic Fixed Income Fund

Emerging Manager

Munro Partners - Munro Global Growth Fund

Infrastructure securities

Lazard Global Listed Infrastructure Fund

Multi-Asset

PineBridge Global Dynamic Asset Allocation Fund

Global Emerging Market Equities

Legg Mason Martin Currie Global Emerging Markets Fund

Global Property Securities

Quay Global Real Estate Fund

SMA Provider

AB Concentrated Global Growth Equities Portfolio

Retirement and income focused

Wingate Global Equity Fund – Hedged

Responsible Investments

Alphinity Sustainable Share Fund