tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Saturday, March 2nd, 8:41AM

News

rss
Latest Headlines

Fund Manager of the Year Award Nominees

Five managers are in the running for this year's FundSource Fund Manager of the Year Award, including three past winners.

Tuesday, October 23rd 2001, 10:11PM

Armstrong Jones and BNZ Investment Management are competing for the overall gong against past winners, BT Funds Management, AMP Henderson and Tower Asset Management.

The winner of the 10th annual FundSource award will be announced on Friday morning.

FundSource determines the overall winner by analysing a manager's past performance. With each manager it takes a representative fund from each of the four main asset classes, then calculates the value add in each six month period up to June 30.

Once the average value add over this period is calculated for each fund, the scores are added up on a weighted basis with diversified funds accounting for 40%, international shares 30% and bonds/income and NZ/Australian shares 15% each.

The manager with the highest performance rating is crowned the overall winner.

Besides the overall winner there is hot competition in the New Zealand and international equities sectors where there are four nominations each. All the other sectors have just two nominees. The exception being in diversified defensive funds where there are no nominees.

NZ Funds Management has the most nominations for sector prizes (four), however it is barred from entering the overall award because it contracts asset allocation and manager selection to FundSource.

AMP, BNZ, BT, and Tower all have three sector nominations, while Guardian Trust/Royal & SunAlliance have two and AXA and AJ have one each.

A full list of nominees follows:

Fund Manager of the Year - Nominees

AMP Henderson Global Investors


Armstrong Jones
BNZ Investment Management
BT Funds Management
Tower Asset Management

Fund Sector Award - Nominees

NZ Cash and Mortgages

Guardian Trust Funds Management

Guardian Mortgage Fund

Tower Managed Funds

Tower MortgagePlus

NZ Property

Armstrong Jones

AJ Property Securities Fund

NZ Funds Management

NZ Funds Property & Infrastructure Trust

NZ Equity

AXA New Zealand

AXA Select Equities Trust

BNZ Investments and Insurance

BNZ NZ Equities Discovery Trust

BT Funds Management

BT NZ Plus Share Fund

NZ Funds Management

NZ Funds NZ Equity Trust

International Equity

AMP Financial Services

AMP International Shares Trust

BNZ Investments and Insurance

BNZ International Equity Trust

Tower Managed Funds

Tower GAM Global Gateway Fund

NZ Funds Management

NZ Funds Global Blue Chip Trust

NZ Fixed Interest

Tower Managed Funds

Tower SuperPlus Income Fund

Royal & SunAlliance

RSA NZ Fixed Interest Fund

International Fixed Interest

BNZ Investments and Insurance

BNZ International Bond Trust

BT Funds Management

BT NZ - Global Bond Fund

Diversified Balanced

NZ Funds Management

NZ Funds Balanced Trust

AMP Financial Services

AMP Balanced Trust

Diversified Defensive

No Nominees

Diversified Growth

BT Funds Management

BT NZ - Managed Growth Fund

AMP Financial Services

AMP Dynamic Bond

Note: NZ Funds Management, which contracts asset allocation and fund manager selection to FundSource, was not considered for the Fund Manager of the Year Award.

« English favouring tax incentivesSovereign takes regulation bull by the horns »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend
News Bites
Latest Comments
Subscribe Now

Weekly Wrap

Previous News
Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.45 7.05 6.85
ANZ 8.64 7.99 7.49 7.35
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.39 6.89 6.75
ASB Bank 8.64 7.39 6.89 6.65
ASB Better Homes Top Up - - - 1.00
Avanti Finance 9.15 - - -
Basecorp Finance 9.60 - - -
Bluestone 9.24 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Classic - 7.29 6.85 6.65
BNZ - Green Home Loan top-ups - - - 1.00
BNZ - Mortgage One 8.69 - - -
BNZ - Rapid Repay 8.69 - - -
BNZ - Std, FlyBuys 8.69 ▼7.89 ▼7.45 ▼7.25
BNZ - TotalMoney 8.69 - - -
CFML Loans 9.45 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - ▼7.09 - -
Co-operative Bank - Owner Occ 8.40 ▼7.29 6.89 6.75
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Standard 8.40 ▼7.79 7.39 7.25
Credit Union Auckland 7.70 - - -
First Credit Union Special - 7.45 7.35 -
First Credit Union Standard 8.50 7.99 7.85 -
Heartland Bank - Online 7.99 6.69 6.45 6.19
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.60 7.40 -
HSBC Premier 8.59 - - -
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 7.85 7.05 6.85 6.59
Lender Flt 1yr 2yr 3yr
Kainga Ora 8.64 7.79 7.59 7.29
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 8.35 7.89 7.65
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 7.35 6.89 6.75
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.90 7.39 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
Resimac - LVR < 80% 8.84 8.30 7.89 7.69
Lender Flt 1yr 2yr 3yr
Resimac - LVR < 90% 9.84 9.30 8.89 8.69
Resimac - Specialist Clear (Alt Doc) - - 8.99 -
Resimac - Specialist Clear (Full Doc) - - 9.49 -
SBS Bank 8.74 7.95 7.45 7.29
SBS Bank Special - 7.45 6.95 6.79
SBS Construction lending for FHB - - - -
SBS FirstHome Combo 6.19 7.05 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
Select Home Loans 9.24 - - -
TSB Bank 9.44 8.19 7.55 7.55
Lender Flt 1yr 2yr 3yr
TSB Special 8.64 7.39 6.75 6.75
Unity 8.64 6.99 6.85 -
Unity First Home Buyer special - - 6.45 -
Wairarapa Building Society 8.60 7.15 6.85 -
Westpac 8.64 7.89 7.49 7.25
Westpac Choices Everyday 8.74 - - -
Westpac Offset 8.64 - - -
Westpac Special - 7.29 6.89 6.65
Median 8.64 7.45 7.37 6.77

Last updated: 1 March 2024 10:00am

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com