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
Latest Headlines

Finalists in Fund Manager of the Year Awards revealed

Finalists of the 2019 Good Returns Fund of the Year Awards – Powered by Research IP have been declared. There are some interesting battles between active and passive funds along with with value and growth strategies.

Monday, November 25th 2019, 12:24PM

New Zealand’s best wealth managers are set to battle it out at the annual Good Returns Research IP awards, to be held at the Rydges Hotel on  November 28.

In an industry first we will also be recognising the best managers in their sector as chosen by financial advisers.  There is still time to vote for the Adviser Choice Award. VOTE HERE

Research IP has been powering awards in the New Zealand market since 2015, with 2019 being one of the closest years.  Most sectors have been extremely tightly contested, which has made the process of reducing the shortlisted funds down to the three finalists very difficult. For the first time we have four finalists in a sector.

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”.

Research IP is cognisant that investors may choose a fund because it is award winning and Good Returns wants to acknowledge outstanding performance in the last 12 months, but through Research IP’s rigorous process, we can ensure the best managers are awarded each year.

The argument between passive and active funds management continues, with award categories having a good representation of both types of strategy.

There are a number of index based strategies represented in the equities based sectors, but fixed interest stands out with no passive strategies present, although the passive strategies were biting at the heels of the fixed interest finalists.

The other trend seen in the finalists is the resurgence of value based managers in the Finalist lists. After a long and strong growth run, is value back?

Distribution strategy is also a factor taken into account when selecting winners. Supporting financial advisers and retail investors on the ground shows commitment to the New Zealand market. Something several Australian based fund managers are now reviewing. This could make 2020 a very interesting proposition. Research IP ranks and scores the distribution strategies on their merit and relevance to the New Zealand market. 

Fees are critical to investment outcomes. Investors should only be paying active management fees when the manager consistently outperforms their performance objectives. This doesn’t have to be every year but should be significant enough that you are getting bang for your buck. Philosophically, there is a reason to pay higher fees for active management, but those fees should be rewarded. Accordingly, fees are also considered in the Awards Process.

The WINNERS will be announced on Thursday night as will the winners and finalists in the overall Fund Manager of the Year, Adviser Choice, and Boutique fund manager of the year.

The sector FINALISTS in the 2019 Good Returns Fund Manager of the Year awards are:

Alternatives Sector 

  • Castle Point Ranger
  • Castle Point 5 Oceans
  • Pathfinder Global Water 

Diversified Sector 

  • ASB Group Investments
  • ANZ (NZ) Investment
  • Fisher Funds Management
  • Milford Asset Management

 Australasian Equity Sector

  • AMP Capital Ethical Leaders NZ Shares
  • Harbour Australasian Equity Income Retail
  • Mint Australasian Equity  

New Zealand Equity Sector 

  • AMP Capital NZ Shares Index 
  • Russell Investments NZ Shares 
  • Smartshares NZ Dividend 

 
Australian Equity Sector

  • AMP Capital Australian Shares 
  • Fisher Australian Growth 
  • Smartshares Australian Top 20 

 
Global Equity Sector

  • Dundas Global Investors Apostle Dundas Global Equity
  • Fisher International Growth
  • Magellan Global

Australasian Fixed Interest Sector

  • AMP Capital NZ Fixed Interest
  • ANZ OneAnswer Single Asset Class New Zealand Fixed Interest
  • Fisher New Zealand Fixed Income Trust

Global Fixed interest Sector 

  • ANZ OneAnswer Single Asset Class International Fixed Interest 
  • Premium Asia Income
  • Russell Investments Global Fixed Interest 

Global Property & Infrastructure Sector 

  • APN Asian REIT
  • Fisher Property & Infrastructure
  • Magellan Infrastructure Unhedged

Australasian Property Sector

  • ANZ OneAnswer Single Asset Class Property Securities
  • Mint Australasian Property
  • Smartshares NZ Property

KiwiSaver of the Year

  • Aon Kiwisaver
  • Generate Investment Management
  • Simplicity NZ Ltd
« [The Wrap] Into the unknownUsing an adviser adds more than 5% to a client's portfolio »

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

Weekly Wrap

Previous News

MORE 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