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AMP, Investors Mutual, Vanguard Finalists for Fund Manager of the Year

Phillip Gray   |  24 Feb 2015Text size  Decrease  Increase  |  

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Phillip Gray is head of communications at Morningstar Australasia.


We've announced the finalists in this year's Australian Morningstar Awards.

The finalists for this year's overall Fund Manager of the Year Award are AMP Capital Investors, Investors Mutual, and Vanguard Investments Australia. The table accompanying this story shows the finalists in the award categories, listed in alphabetical order.

The results will be announced at a function for fund managers on the evening of Friday 27 February, and published in the Weekend Financial Review on 28 February.

Our manager research team determines the finalists in the seven asset class categories on the basis of our analysts’ qualitative analyst research, funds’ risk-adjusted returns over medium- to long-term time periods, and investment performance in the 2014 calendar year.

The winner in the Undiscovered Manager category is the fund manager which while possessing strong investment management capabilities, has not yet achieved wide market recognition, or that our analysts believe has the ability to build a successful track record through its performance and investment management capabilities. Our analysts determine the candidates for this award by an assessment of fund managers' capabilities and quantitative data.

To receive the overall Morningstar Australian Fund Manager of the Year award, a fund manager must have offered funds in multiple award categories or have delivered an outstanding outcome for investors. Fund managers are assessed not only on whether they are a finalist in more than one category, but on funds that had peer-beating returns but did not obtain a top three position. We present the Australian Fund Manager of the Year 2015 award to the fund manager that had strong returns across multiple categories and which we deemed an outstanding steward of investors' capital.


Award Category Finalists (alphabetical order)
Australian Fund Manager of the Year AMP Capital Investors
Investors Mutual
Vanguard Investments Australia
Multi-Sector, Australia BlackRock
UBS Global Asset Management
Vanguard Investments Australia
Fixed Interest, Australia Perpetual Investments
PIMCO/Equity Trustees
Vanguard Investments Australia
Domestic Equities, Australia Fidelity Worldwide Investment
Hyperion Asset Management
Investors Mutual
Domestic Equities - Small Caps, Australia Investors Mutual
Pengana Capital
SGH ICE/Equity Trustees
International Equities, Australia Arrowstreet Capital
Generation Investment Management
Independent Franchise Partners
Listed Property, Australia Cromwell Phoenix Property Securities
UBS/CBRE Clarion
Vanguard Investments Australia
Undiscovered Manager, Australia Franklin Templeton Global Aggregate Bond
Neuberger Berman Absolute Return Multi Strategy
UBS Tactical Beta


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