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Fund Manager of Year battle between active and passive

Friday, November 29th, 6:40AM

The battle for this year's Good Returns Fund Manager of the Year came down to two active managers against a passive manager.

Last night Fisher Funds was crowned the Good Returns Fund Manager of the Year over the NZX-owned Smartshares and AMP Capital.

Fisher has one of the largest investment management teams in New Zealand, while Smartshares runs a suite of index tracking funds.

The active versus passive tussle played out in other categories, most noticeably New Zealand shares where Smartshares took out the top awards over AMP Capital and Russell Investments.

The awards are powered by Research IP and are based on one-year returns and a number of other factors to ensure the winners and funds shortlisted in each category 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," Research IP managing director Darren Howlin says.

This year's awards featured a new Adviser Choice category. More than 600 votes were cast this year. Advisers choose Milford Asset Management in the fixed interest category; Mint Asset Management in property and infrastructure; and Fisher Funds for equities.

 

WINNERS

 

Fund Manager of the Year

  • Fisher Funds Management

KiwiSaver of the Year

  • Generate Investment Management

Longevity Award

  • Milford Asset Management

Boutique Manager of the Year

  • Castle Point Funds and Mint Asset Management

 

SECTOR AWARD WINNERS

 

Alternatives Sector 

  • Pathfinder Global Water 

Diversified Sector 

  • Milford Asset Management

Australasian Equity Sector

  • Harbour Australasian Equity Income Retail

New Zealand Equity Sector 

  • Smartshares NZ Dividend 

Australian Equity Sector

  • AMP Capital Australian Shares 

Global Equity Sector

  • Magellan Global

Australasian Fixed Interest Sector

  • Fisher New Zealand Fixed Income Trust

Global Fixed interest Sector 

  • Premium Asia Income 

Global Property & Infrastructure Sector 

  • APN Asian REIT

Australasian Property Sector

  • Smartshares NZ Property

 

A special thanks to our sponsor, Trustees Executors 

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AIA 4.55 2.55 2.69 2.79
ANZ 4.44 3.15 3.25 3.39
ANZ Special - 2.55 2.69 2.79
ASB Bank 4.45 2.55 2.69 2.79
Bluestone 3.49 3.49 3.49 3.49
BNZ - Classic - 2.55 2.69 2.79
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 3.15 3.29 3.39
BNZ - TotalMoney 4.55 - - -
CFML Loans 5.50 - - -
Lender Flt 1yr 2yr 3yr
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.45 - - -
Credit Union Baywide 5.65 3.95 3.85 -
Credit Union South 5.65 3.95 3.85 -
First Credit Union Special 5.85 3.35 3.85 -
Heartland 3.95 2.89 2.97 3.39
Heartland Bank - Online - - - -
Heretaunga Building Society 4.99 ▼3.85 ▼3.95 -
HSBC Premier 4.49 2.45 2.60 2.65
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 3.69 2.55 2.65 2.79
Kainga Ora 4.43 ▼2.93 ▼3.07 ▼3.24
Kiwibank 3.40 3.30 3.54 3.54
Kiwibank - Offset 3.40 - - -
Kiwibank Special 3.40 2.55 2.79 2.79
Liberty 5.69 - - -
Nelson Building Society 4.95 3.45 3.49 -
Pepper Essential 4.79 - - -
Resimac 3.39 3.45 2.99 3.35
SBS Bank 4.54 ▼3.05 3.19 ▼3.25
Lender Flt 1yr 2yr 3yr
SBS Bank Special - ▼2.55 2.69 ▼2.75
The Co-operative Bank - Owner Occ 4.40 2.55 2.69 ▼2.79
The Co-operative Bank - Standard 4.40 3.05 3.19 ▼3.29
TSB Bank 5.34 3.35 3.49 3.79
TSB Special 4.54 2.55 2.69 2.99
Wairarapa Building Society 4.99 3.65 3.69 -
Westpac 4.59 4.15 4.09 4.49
Westpac - Offset 4.59 - - -
Westpac Special - 2.55 2.69 2.79
Median 4.55 3.05 3.13 3.12

Last updated: 11 August 2020 8:24am

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