About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Friday, December 6th, 6:43PM
rss

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.

 

 

« Morningstar announces Fund Manager of the Year winnersNew Awards »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
News Bites
Latest Comments
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Previous News
Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.19 4.05 ▲4.05 4.49
ANZ Special - 3.55 ▲3.55 3.99
ASB Bank 5.20 3.89 4.05 4.39
ASB Bank Special - 3.39 3.55 3.89
BNZ - Classic - 3.49 3.45 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
China Construction Bank 5.50 4.70 4.80 4.95
China Construction Bank Special - 3.19 3.19 3.19
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 5.95 - - -
Credit Union Baywide ▼5.65 ▼4.75 ▼4.75 -
Credit Union North 6.45 - - -
Credit Union South ▼5.65 4.75 4.75 -
Finance Direct - - - -
First Credit Union 5.85 3.99 4.49 -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.80 4.95 -
HSBC Premier 5.24 3.54 3.54 3.69
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 5.15 3.18 3.18 3.20
Kainga Ora 5.18 4.04 3.95 4.39
Kiwibank 5.80 4.14 4.30 4.64
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - 3.39 3.55 3.89
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.25 4.15 -
Pepper Money Near Prime 5.64 - 5.44 5.44
Lender Flt 1yr 2yr 3yr
Pepper Money Prime 5.18 - 4.98 4.98
Pepper Money Specialist 7.59 - 7.39 7.39
Resimac 4.50 4.86 3.89 3.94
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
SBS Bank Special - ▼3.39 3.45 3.89
Sovereign 5.30 4.15 4.29 4.55
Sovereign Special - 3.65 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 3.49 3.59 3.89
The Co-operative Bank - Standard 5.15 3.99 4.09 4.39
TSB Bank 6.09 4.35 4.25 4.69
Lender Flt 1yr 2yr 3yr
TSB Special 5.29 3.55 3.45 3.89
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.15 4.09 4.49
Westpac - Offset 5.34 - - -
Westpac Special - 3.39 3.45 3.99
Median 5.34 4.04 4.09 4.39

Last updated: 4 December 2019 9:11am

News Quiz

The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

MORE QUIZZES »

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