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Perpetual named Fund Manager of the Year

Christine St Anne  |  03 Mar 2014Text size  Decrease  Increase  |  
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Christine St Anne is Morningstar's online editor.


Perpetual Investments has been named Fund Manager of the Year in the Australian Morningstar Awards 2014.

It is the second time Perpetual Investments has taken out the top gong.

The Morningstar Awards recognise quality managers across eight categories.

"The winners of the Australian Morningstar Awards have all shown themselves to be first-class stewards of their investors' capital. The quality of their people, process, parent, price and performance are a testament to their commitment to investors and enables them to continue providing outstanding results," Morningstar Australasia co-head of fund research Tim Murphy said.


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And the winners are ...

Australian Fund Manager of the Year 2014 - Perpetual Investments

Having secured the top award in 2013, the shop's roster of astute investors put up a commendable fight to hold on to the title. Perpetual's well-established investment approach implemented by its team of experienced investors enabled the firm to deliver laudable returns across its broad business.

Perpetual's impressive ability at identifying undervalued yet high-quality names using its disciplined-yet-flexible valuation process made it a very close contender for the domestic equities award.

Shrewd management and insightful analysis leading to peer-beating returns from the fixed-income and multi-sector strategies contributed further to the firm's success.

Perpetual Investments continues to deliver enviable results across its suite of investment products and remains an outstanding steward of its investors' capital.

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