Recognising and awarding the best fund managers in the New Zealand market
Since 2015 Research IP has been the chief judge for the NZX FundSource awards and in 2019, after the sale of FundSource, Research IP officially launched under its own brand. In partnership with GoodReturns the 2019 FMOY Awards 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 Research IP Awards also recognises the expertise of advisers in the wealth management equation, with an Advisers’ Choice award for the best fund managers in multiple 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 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.
Fund Manager of the Year 2020 Awards presentation
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Fund Manager of the Year 2020
congratulations
ANZ Investments
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.
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KiwiSaver Manager of the Year 2020
congratulations
Simplicity KiwiSaver
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 Manager of the Year 2020
congratulations
QuayStreet Asset Management
Again this year this was a tightly contested category. Could this be the last year that QuayStreet is eligible?
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Adviser Choice 2020
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This year’s awards continued on the success from 2019 and featured a new Adviser Choice category for KiwiSaver.
More than 1,000 votes were cast this year. Advisers chose Fisher Funds Management in the equities category; Milford Asset Management in the fixed interest category; Magellan Asset Management in property & infrastructure; and Booster
Investment Management for KiwiSaver.
Equities
Fixed Interest
Property & infrastructure
KiwiSaver
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Longevity Award 2020
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Mint Australasian Equity
Australasian Equity
Ethical Leaders NZ Shares
T. Rowe Price Global Equity Growth
New Zealand Equity
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Responsible Investment Manager of the Year 2020
congratulations
Pathfinder Asset Management
A new category for 2020, with the award recognising the manager that demonstrates the most commitment to responsible investing and its benefits to shareholders.
John Berry, CEO and co-founder of Pathfinder, said, “We are very excited to receive this award. For me it reinforces our approach. We are not just excluding companies we are focused on investing in good companies. Investing in good companies not only provides good returns but it is also good for the planet and the people who live on it. And that is our primary focus.”
Sector Awards
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Global Fixed Interest Sector
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Nikko AM Global Bond
Global Bond
OneAnswer Single Asset Class
International Fixed Interest
Asia Income
Global Fixed Interest
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Australasian Fixed Interest Sector
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Harbour New Zealand Core Fixed Interest
New Zealand Core Fixed Interest
New Zealand Corporate Bond
NZ Bond
NZ Bond
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Global Property & Infrastructure Sector
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Fisher Property & Infrastructure
Property & Infrastructure
Infrastructure
Global Listed Infrastructure
Global Property Securities Hedged II
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Australasian Property Sector
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ANZ Property Securities
OneAnswer Single Asset Class Property Securities
Listed Property
Australasian Property
Enhanced Property
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Alternatives Sector
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Castle Point Ranger
Ranger
5 Oceans
Global Water
Long Short
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Global Equities Sector
congratulations
Hyperion Global Growth Companies
Global Growth Companies
T. Rowe Price Global Equity Growth
Asia
US Large Growth
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Australian Equities Sector
congratulations
Hyperion Australian Growth Companies
Australian Growth Companies
Australian Shares
Australian Growth
Australian Equities
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Australasian Equities Sector
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AMP Capital Ethical Leaders NZ Shares
Ethical Leaders NZ Shares
Trans Tasman Equity
Australasian Equity
Growth 2
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New Zealand Equities Sector
congratulations
Smartshares NZ Top 10
NZ Top 10
NZ Shares
One Answer Single Asset New Zealand Share
New Zealand Equity
