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S&P Fund Awards


Friday, Oct. 30, 2009
The Establishment Hotel, Sydney


Standard & Poor’s Fund Awards are recognised as the pre-eminent accolade in the funds management industry through out the world. The Awards, in their 6th year in Australia, acknowledge leading fund managers in overall and sector categories.

The Award winners are announced at an invitation only industry event attended by fund managers, dealer groups, and other wealth management professionals.

2009 Sector Winners & Finalists (in alphabetical order)
Australian Fixed Interest

WINNER
UBS Global Asset Management (Aust) Ltd.

FINALISTS
PIMCO (Equity Trustees Limited)
Tyndall Investment Management Limited
Vanguard Investments Australia Ltd.
Vianova (Australian Unity Funds Management Ltd.)


International Fixed Interest (including Diversified)

WINNER
PIMCO (Equity Trustees Limited)

FINALISTS
Colonial First State Investments Limited
Macquarie Investment Management Limited
MLC Investments Limited
Vanguard Investments Australia Ltd.


Property

WINNER
ING Clarion Real Estate Securities

FINALISTS
AMP Capital Investors
Cohen & Steers (Zurich Investment Management Limited)
Invesco Australia Ltd.
MLC Investments Limited


Alternative Strategies

WINNER
BlackRock Investment Management (Australia) Ltd.

FINALISTS
Goldman Sachs JBWere Asset Management
H3 Global Advisors
Morgan Stanley Investment Management
Winton Capital Management
(Macquarie Investment Management Limited)


Australian Equities—Large Cap

WINNER
Ausbil Dexia Limited

FINALISTS
BT Investment Management Limited
Fidelity International Limited
Schroder Investment Management Australia Limited
Tyndall Investment Management Limited


Australian Equities—Small Cap

WINNER
Eley Griffiths Group Pty Ltd.

FINALISTS
Aviva Investors Australia Limited
BT Investment Management Limited
Invesco Australia Ltd.
Pengana Capital Limited


International Equities—Developed Markets

WINNER
Walter Scott & Partners Limited (Macquarie Professional Series)

FINALISTS
Aberdeen Asset Management Limited
Arrowstreet Capital, L.P. (Macquarie Investment Management—Macquarie Professional Series)
Franklin Templeton Investment Aus Ltd.
MFS Investment Management (BNP Paribas Asset Management Australia Ltd.)


International Equities—Emerging Markets

WINNER
Schroder Investment Management Australia Limited

FINALISTS
Aberdeen Asset Management Limited
MFS Investment Management
(BT Investment Management Limited)
Fidelity International Limited


Group Winners & Finalists (in alphabetical order)
Emerging Manager of the Year

WINNER
H3 Global Advisors

FINALISTS
Epoch Investment Partners Inc.
(Grant Samuel Fund Services Limited)
Magellan Asset Management Limited


Product Distributor of the Year

WINNER
Macquarie Professional Series

FINALISTS
Equity Trustees Limited
Pinnacle Investment Management Limited
Zurich Investment Management Limited


Fund Manager of the Year

WINNER
BlackRock Investment Management (Australia) Ltd.

FINALISTS
Colonial First State Investments Limited
MLC Investments Limited
Vanguard Investments Australia Ltd.


Winners and finalists earn the right to market their successful products, using the well recognized and prestigious S&P Fund Awards branding in print, web-based and television media.

Media Partner

Professional Planner

Major Sponsor

ClariFI Website

S&P Fund Awards are proud to support

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