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Zenith announces winners of its annual Fund Awards

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MEDIA RELEASE: The winners of the 2021 Zenith Fund Awards have been announced live during an online presentation hosted by Zenith Investment Partners.

The awards recognise excellence in funds management across major asset classes and disciplines and aim to raise the standard of the funds management industry for investors. In all there were 22 winners announced in a range of categories including Rising Star, Distributor of the Year and Sustainable and Responsible Investments, culminating in the award for the Fund Manager of the Year.

The award for the 2021 Fund Manager of the Year went to Perpetual Asset Management Australia, as the manager with the most wins across all of Zenith’s categories. Perpetual was also awarded the ‘gong’ for the Multi Asset Real Return and Australian Equities Alternative Strategies categories.

The Rising Star category went to Eiger Capital for the impressive performance of its funds over the past year, having only been founded in 2019.

The Distributor of the Year was awarded to Fidante Partners for the second consecutive year. The quality of Fidante’s boutiques and their ratings across the product suite, strong FUM flows, and the quality of their adviser support were again highlighted as the key drivers for this important award.

The 2021 Industry Contribution Award went to ClearBridge Investments managing director Richard Elmslie. ClearBridge Investments also won the Infrastructure category.

The 2020 Fund Manager of the Year – Pendal Group – this year won the Sustainable and Responsible Investments category for its commitment to responsible investment practices across all of its funds, and tying sustainable business practices to delivering sustainable value for its employees, shareholders and clients.

David Wright, Zenith CEO, congratulated all of the finalists and winners this year for continuing to deliver for their clients in an uncertain and rapidly changing global economy.

“Last year saw major headwinds across the industry impacting many asset classes and markets. There are still ongoing challenges in the market and the fact that many in the industry continue to operate dynamic funds management businesses to provide attractive and competitive returns for their clients is a real testament to their teams and investment processes.

“Each finalist in the Zenith Fund Awards is a leader in their field and has displayed investment excellence across both qualitative and quantitative criteria over the past 12 months and beyond. The awards are informed by the group’s leading internal research team, which has been delivering quality research and insights to the industry for two decades,” said Mr Wright.

Commenting on Richard Elmslie’s win, Bronwen Moncrieff, Zenith GM and head of research, added: “Richard’s contribution to the financial services industry over the past 40 years has been nothing short of extraordinary.

“As the co-founder of ClearBridge’s predecessor firm RARE Infrastructure in 2006, he was a trail blazer and his experience in global infrastructure is long and distinguished. Richard has made an outstanding contribution to the industry and is one of the foremost experts in the infrastructure sector,” she said.

The full list of winners is outlined below: 

Category Name Winner
AREIT Cromwell Funds Management
Global REIT Quay Global Investors
Real Assets Charter Hall Group
Infrastructure ClearBridge Investments Limited
Global & Diversified Fixed Interest Macquarie Asset Management
Australian Fixed Interest Realm Investment House
Listed Entities Metrics Credit Partners
Alternative Strategies Firetrail Investments
Multi Asset – Diversified BlackRock
Multi Asset – Real Return Perpetual Asset Management Australia
International Equities – Emerging Markets & Regional RWC Partners
International Equities – Alternative Strategies PM Capital
International Equities – Global Macquarie Asset Management/Arrowstreet Capital
International Equities – Global Small Cap Fairlight Asset Management
Australian Equities – Alternative Strategies Perpetual Asset Management Australia
Australian Equities – Small Cap Spheria Asset Management
Australian Equities – Large Cap Bennelong Australian Equity Partners
Sustainable and Responsible Investments Pendal Group
Rising Star Eiger Capital
Industry Contribution Award Richard Elmslie
Distributor of the Year Fidante Partners
Fund Manager of the Year Perpetual Asset Management Australia

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