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The 36th Annual Fund Manager of the Year Awards 2024
2025 dates to be announced
Awards
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About the 2024 awards
Individual category methodology
Group category methodology
How to submit an entry
How to write an awards submission
2024 Judges
Event producer
FAQs
2024 categories
2024 Partners
Winners and Finalists
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2024 Winners and Finalists
2023 Winners and Finalists
2021 Winners and finalists
2020 Winners and finalists
2019 Winners and finalists
Hall of Fame
REGISTER YOUR INTEREST
The 36th Annual Fund Manager of the Year Awards 2024
2025 dates to be announced
Awards
(current)
keyboard_arrow_down
About the 2024 awards
Individual category methodology
Group category methodology
How to submit an entry
How to write an awards submission
2024 Judges
Event producer
FAQs
2024 categories
(current)
2024 Partners
(current)
Winners and Finalists
(current)
keyboard_arrow_down
2024 Winners and Finalists
2023 Winners and Finalists
2021 Winners and finalists
2020 Winners and finalists
2019 Winners and finalists
Hall of Fame
REGISTER YOUR INTEREST
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