Recognising and awarding the best fund managers in the New Zealand market in partnership with GoodReturns
The first annual Good Returns / Research IP Awards held on 28 November 2019 included some new categories and, in a New Zealand first, the awards were opened to financial advisers to attend. Awards of this type have typically been the province of fund managers, but the Good Returns / Research IP Awards also recognised the expertise of advisers in the wealth management equation, with an Advisers’ Choice award for the best fund managers in three categories.
Process driven
Research IP has been powering awards in the New Zealand market since 2015. While there is a focus on one year performance in determining the shortlisted funds in a sector, there are a number of multi-year factors used to ensure winners are not “one hit wonders”.
A wide selection of funds and fund managers
All New Zealand and Australia based funds management companies that have retail investment funds available via a Product Disclosure Statement in the New Zealand market were considered for the Fund Manager of the Year nominations and Awards.
Inclusive
Awards of this type have typically been the province of fund managers, but the Good Returns / Research IP awards recognise the expertise of advisers in the wealth management equation, with an Advisers’ Choice award for the best fund managers in three categories.
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Fund Manager of the Year 2019
congratulations
Fisher Funds Management
A very close call with AMP Captial 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.
GOOD RETURNS POWERED BY RESEARCH IP
KiwiSaver of the Year 2019
congratulations
Generate Investment Management
For many New Zealanders KiwiSaver is their first, and possibly only, investment into a managed fund. Managers in this sector also play an important role in educating New Zealanders on the value of saving and investing. With the growth in KiwiSaver and intense competition from the banks this was arguably the most hotly contested sector of the night.
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Boutique of the Year 2019
congratulations
Castle Point Funds Management & Mint Asset Management
In an unprecedented outcome, both Castle Point and Mint could not be separated at the final outcome. For the first time Research IP has been involved with Fund of the Year Awards there is a tie for the top step of the podium. With Pathfinder and Premium China rounding out the finalists.
Finalists
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Adviser Choice 2019
congratulations
This year’s awards featured a new Adviser Choice category. More than 600 votes were cast this year. Advisers choose Milford Asset Management in the fixed interest category; Mint Asset Management in property and infrastructure; and Fisher Funds for equities.
Equities
Property & Infrastructure
Fixed Interest
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Longevity Award 2019
congratulations
Milford Diversified Income Fund
Income
Diversified Income
NZ Mid Cap
Sector Awards
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Global Fixed Interest Sector
congratulations
Premium Asia Income
OneAnswer Single Asset International Fixed Interest
Asia Income
Global Fixed Interest
Good Returns Powered by research ip
Australasian Fixed Interest Sector
congratulations
Fisher Funds New Zealand Fixed Income Fund
OneAnswer New Zealand Fixed Interest
New Zealand Fixed Income
New Zealand Fixed Interest
Good Returns Powered by research ip
Global Property & Infrastructure Sector
congratulations
APN Asian REIT Fund
Property & Infrastructure
Asian REIT
Infrastructure Unhedged
Good Returns Powered by research ip
Australasian Property Sector
congratulations
Smartshares NZ Property Fund
OneAnswer Single Asset Class Property Securities
NZ Property
Australasian Property
Good Returns Powered by research ip
Alternatives Sector
congratulations
Pathfinder Global Water Fund
5 Oceans
Global Water
Ranger
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Global Equities Sector
congratulations
Magellan Global Fund
Apostle Dundas Global
Global Fund
International Growth
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Australian Equities Sector
congratulations
AMP Capital Australian Shares Fund
Australian Top 20
Australian Shares
Australian Growth
Good Returns Powered by research ip
Australasian Equities Sector
congratulations
Harbour Australasian Equity Income Fund
Ethical Leaders NZ Shares
Australasian Equity Income
Australasian Equity
Good Returns Powered by research ip
New Zealand Equities Sector
congratulations
Smartshares NZ Dividend Fund
NZ Shares Index
NZ Dividend
NZ Shares
