Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

News

Perpetual named Fund Manager of the Year

Christine St Anne  |  03 Mar 2014Text size  Decrease  Increase  |  
Email to Friend

Multi-Sector Category, Australia 2014 - BlackRock Investment Management

This award covers BlackRock's Global Allocation and Scientific multi-sector funds available in Australia.

Dennis Stattman's astute leadership, shrewd insights and the global allocation strategy's demonstrated resilience in varying market conditions continue to translate into a well-considered approach to multi-asset investing and excellent risk-adjusted returns.

Karsten Kumpf and his colleagues' Scientific Diversified range had a strong year in 2013, demonstrating that quantitatively based fund managers can produce compelling portfolios by adroitly deploying non-typical sources of alpha.

The intrinsic qualities of both strategies make BlackRock a worthy choice for investors seeking a multi-asset class solution.

Fixed-Interest Category, Australia 2014 - Bentham Asset Management

Richard Quin and his team have skilfully created a niche for themselves, focusing on fixed-income sectors in which other fund managers dabble only sparingly.

These credit-sensitive sectors have enjoyed a stunning rebound in recent years, but Bentham has done much more than ride this wave. 2013's double-digit return provided strong affirmation of the team's smart forward thinking about rising bond yields, and shrewd positioning to succeed in that environment.

The stable, experienced and specialised team fosters confidence that such excellence can continue into the future, all making Bentham thoroughly deserving of the fixed-interest title.

Domestic Equities Category, Australia 2014 - Bennelong Australian Equity Partners

Bennelong continues to produce enviable risk-adjusted returns for investors. Mark East, Paul Cuddy, and their team apply their earnings growth-focused process with greater conviction than most, and have shown a deft hand at navigating market turning points.

Bennelong continues to reward investors in Australian shares handsomely and illustrates the calibre that makes it the standout in a hotly contested field.

Domestic Equities Small Caps Category, Australia 2014 - Hyperion Asset Management

This is the third consecutive year Hyperion has won this award. Mark Arnold and Joel Gray's unwavering commitment to scrupulous bottom-up research on smaller companies continues to pay off handsomely for their investors.

The top-notch people and process make Hyperion well-placed to extend this impressive track record into the future.

© 2019 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The article is current as at date of publication.

Email To Friend