Congratulations to the team at Milford Asset Management, taking out this year’s coveted Fund Manager of the Year 2023 Award.

Since the 2016 FundSource Awards, Milford has consistently been shortlisted, a finalist, and a winner in several sector category awards, and now the Australasian Equities and Fund Manager of the Year. Fund Managers have made a lot of comments around the persistency of inflation and where to for interest rates, in a volatile year that saw central banks pause from their tightening regimes. There may be further rate increases, but currently all directions up, down, sideways are all on the table. Despite the choppy and fast moving markets, Milford has hoisted the active investment flag up the pole, after Smarshares winning Fund Manager of the Year in 2022. However, Smartshares were firmly in the mix again, highlighting passive strategies continued to deliver in key market categories last year.

As always, it was a very close race to the finish this year with strong performance and representation across multiple sectors by our finalists.

Congratulations to the team at Smartshares, taking out last year’s coveted Fund Manager of the Year 2022 Award.

To be eligible, you need to have been a finalist or shortlisted in more than one category.

Consistently performing across the product suite and passing a range of qualitative criteria, covering corporate and investment governance, philosophy and process, portfolio construction and implementation, risk management, and (of course) fees, are the prerequisite to get onto this list.

As always, it was a very close race to the finish the year with strong performance and representation across multiple sectors by our finalists.

Congratulations to all the Award winners and finalists.

Congratulations to the team at Milford Asset Management, taking out the Fund Manager of the Year 2021 Award.

Since the 2016 FundSource Awards, Milford Asset Management have consistently been shortlisted, finalists and winners in several sector category awards, and major categories such as the Longevity and KiwiSaver awards. In another year that has seen the effects of COVID 19 linger longer and sustained lockdowns, 2021 has seen strong positive fund flows despite a backdrop of challenging market conditions. Milford Asset Management have shown strong performance across the sectors and major categories.

Congratulations to all the Award winners and finalists.

ANZ Investments had number of funds selected as Sector Winners, Sector Finalists, and shortlisted funds. ANZ Investments took out the gong having shown its credentials as a strong and capable fund manager across several asset classes, in what has been a very challenging year. Since the 2016 FundSource Awards started, ANZ Investments have consistently been shortlisted, finalists and winners in several sectors. 

Congratulations to all the Award winners and finalists.

A very close call with AMP Capital and ANZ having a number of funds selected as Sector Winners, Sector Finalists, and shortlisted funds. Fisher Funds took out the gong having shown its credentials as a strong and capable fund manager across several asset classes.