Macquarie Investment Management has taken the top award at the annual Financial Standard Investment Leadership Awards. This is the second year in a row that the top award has gone to Macquarie.
The awards, run by the financial services trade publication, Financial Standard, recognise Australian investment managers that have consistently produced solid returns while effectively managing investment risk at the same time.
The awards span 22 categories across six major asset class sectors, with analysis conducted by Rainmaker Information.
John Dyall, Rainmaker Information's head of investment research, said:
"The Investment Leadership Awards reward investment managers that see their job as more than achieving headline returns. They see their job as managing client assets for the long term in a way that achieves investment objectives without taking undue risk.
"To assess this, Rainmaker's primary goal was to construct an awards system from the perspective of the investors."
To reveal Australia's best investment managers Rainmaker analysed the investment performance of each strategy against their peers.
As part of this rigorous assessment Rainmaker took into account more than seven factors, including performance across multiple time periods, volatility, downside risk, and multiple performance ratios.
The winner of the 2020 Investment Manager of the Year was Macquarie Investment Management, besting finalists BlackRock Investment Management, Challenger/Fidante Partners, UBS Asset Management and Vanguard Investments.
Macquarie was also named finalists in six of the 22 categories and named winner of the Multi-Asset Balanced Product of the Year.
Another notable win came to Australian Ethical's Australian Shares Fund. The fund was the only product to win in two categories, taking the top spot among High Performance and ESG Australian Equity products.
The winners of the 2020 Financial Standard Investment Leadership Awards are:
| DIVISION |
CATEGORY |
INVESTMENT MANAGER |
PRODUCT |
| Australian Equities |
Active Core |
Mutual Limited |
Mutual 50 Leaders Australian Shares |
| High Performance |
Australian Ethical Investment |
Australian Ethical Australian Shares Fund |
|
| Index/Enhanced |
Dimensional Fund Advisors |
Dimensional Australian Large Company |
|
| Income Focused |
Legg Mason Asset Management |
Legg Mason Martin Currie Real Income Fund |
|
| Small Cap |
Pendal Group |
Pendal MicroCap Opportunities Fund |
|
| International Equities |
Active Core |
Nikko AM |
Nikko AM Global Share Fund |
| High Performance |
Magellan Asset Management |
Magellan Global Fund |
|
| Emerging Markets |
Pendal Group |
Pendal Global Emerging Markets Opportunities Fund |
|
| Index/Enhanced |
BlackRock Investment Management |
BlackRock Fission Indexed International Equity |
|
| Property |
Australian Listed Property |
Charter Hall Group |
Charter Hall Maxim Property Securities Fund |
| International Listed Property |
Resolution Capital |
Resolution Capital Global Property Securities Fund (Unhedged) - Series II |
|
| Infrastructure |
Magellan Asset Management |
Magellan Infrastructure Fund |
|
| Fixed Income |
Aggregate Bonds |
Ardea Investment Management |
Ardea Real Outcome Fund |
| Credit |
Yarra Capital Management |
Yarra Enhanced Income Fund |
|
| High Yield Bonds |
Bentham Asset Management |
Bentham High Yield Fund |
|
| Multi-Asset |
Capital Stable |
BlackRock Investment Management |
BlackRock Scientific Div Stable Fund |
| Balanced |
Macquarie Investment Management |
Macquarie Balanced Growth Fund |
|
| Growth |
Vanguard Investments |
Vanguard Growth Index Fund |
|
| Flexible Asset Allocation |
UBS Asset Management |
UBS Tactical Beta Fund - Conservative |
|
| ESG |
Australian Equities |
Australian Ethical Investment |
Australian Ethical Australian Shares Fund |
| International Equities |
AMP Capital |
Responsible Investment Leaders International Share Fund |
|
| Investment Manager of the Year |
Macquarie Investment Management |
||
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