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Morningstar New Zealand Fund Manager of the Year 2013

Milford Asset Management Wins Morningstar New Zealand Fund Manager of the Year Award 2013.

Thursday, February 28th 2013, 12:17PM

"The winners in the New Zealand Morningstar Awards have all shown themselves to be first-class stewards of their investors' capital. The quality of their people, process, philosophy, and investment style are a testament to this, and continue to enable them to provide outstanding results for their investors," Morningstar Australasia
Co-Head of Fund Research Chris Douglas said.


 

New Zealand Fund Manager of the Year 2013 – Milford Asset Management
The Morningstar New Zealand Fund Manager of the Year 2013 is Milford Asset Management. Milford has evolved from a small start-up with a limited product suite to a diversified contender in the local funds management industry. Brian Gaynor's Milford Active Growth Fund has been a market leader for many years now, but the lesser-known products are also impressive. Milford Trans Tasman has performed exceptionally well since inception, while the more recent addition of multisector funds has shown that there's much more to this firm than just New Zealand and Australian equities. Milford has reinvested continually in people and processes, and has a genuine focus on investor engagement. Transparency and disclosure are also a cut above the rest. Milford is setting the standard in the New Zealand funds management industry, and richly deserves the overall Fund Manager of the Year award.

Fixed Interest Category, New Zealand 2013 – Tyndall Investment Management
The Morningstar Fund Manager of the Year Fixed Interest 2013 is Tyndall Investment Management. Fergus McDonald has been a very dependable fixed interest manager during his many years at Tyndall, and
his performance in 2012 was proof of this small but highly-capable team's market knowledge and expertise. Tyndall's hefty but judicious exposure to credit and higher-running yield in 2012 contributed to the very strong showing, and long-term returns also impress. The admirable combination of people, process, and performance all mean that Tyndall is thoroughly deserving of winning the Fixed Interest category award.

Domestic Equities Category, New Zealand 2013 – Fisher Funds
The Morningstar Fund Manager of the Year Domestic Equities 2013 is Fisher Funds. This is the second consecutive year that Fisher Funds has won the award for Domestic Equities. The shop's New Zealand Growth Fund, managed jointly by Carmel Fisher and Murray Brown, shrewdly targets growing mid-cap Kiwi firms and holds on to them. Volatility may be higher than some competitors, but no-one can match Fisher Funds'
10-year track record of providing top-notch performance. The firm also deserves commendation for its hallmark, a commitment to openness, transparency, and engagement with its investors. These characteristics all mean that Fisher Funds remains at the summit among New Zealand equities fund managers.

International Equities Category, New Zealand 2013 – OnePath International Share
The Morningstar Fund Manager of the Year International Equities 2013 is OnePath International Share. OnePath has regularly won this award, and for good reason: it's a robust yet uncomplicated approach to international shares investing that provides exposure to proven performers. OnePath has continued to maintain a carefully-blended trio of underlying world-class investment managers in Franklin Global Growth, LSV, and MFS, demonstrating yet again expertise at managing a multimanager offering. OnePath International Share remains a top-notch option for investors wanting to diversify their investments overseas.

KiwiSaver Category, New Zealand 2013 – Milford Asset Management
The Morningstar KiwiSaver Fund Manager of the Year 2013 is Milford Asset Management. Milford's Balanced and Conservative KiwiSaver options have joined the firm's well-established Active Growth offering to create a well-rounded menu for retirement income savers. The firm maintains a very high standard for investor engagement, transparency, disclosure, and the overall investor experience. These essential characteristics are complemented by strong results – Milford KiwiSaver Balanced was the best-performing option in Morningstar's database in 2012, while Milford Active Growth was the best-performing single-sector option. We consider the Milford suite of KiwiSaver options the best all-round solution for New Zealanders' retirement savings needs.

 

 

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