Fund rating firm Standard & Poor’s, in association with Professional Planner magazine, has named the best fund managers in Australia for 2011.

Schroder Investment Management was named Fund Manager of the Year by S&P, reflecting what the researcher describes as “key strengths across its product offerings, including a clearly defined investment style, disciplined and repeatable investment processes, and highly experienced, skilled and well resourced investment teams”.

Schroder also won S&P’ s global equities – emerging markets award, and the multi-sector award. Reflecting Schroder’s previous victories in the emerging markets category in 2007, 2008, 2009 and 2010, the manager was presented with a Sustained Excellence Award.

The award for Product Distributor of the Year – for the organisation that distributes the best third-party funds management capability to the Australian market – went to Macquarie, for its Professional Series.

The awards were presented at a lunch in Sydney last Friday, co-hosted by S&P and Professional Planner, a sister publication to I&T News.


Fund Manager of the Year
Schroder Investment Management Australia

Product Distributor of the Year
Macquarie Professional Series


Australian fixed interest
PIMCO Australia (Equity Trustees)

Global fixed interest (including diversified)
PIMCO Australia (Equity Trustees)

CBRE Clarion Securities

Alternative equity strategies
K2 Asset Management

Alternative diversified strategies
Winton (Macquarie Professional Series)

Australian equities – large cap
FIL Investment Management (Australia)

Australian equities – small cap
Aviva Investors Australia

Global equities – developed markets
Independent Franchise Partners (Macquarie Professional Series)

Global equities – Emerging Markets
Schroder Investment Management Australia

Schroder Investment Management Australia

Sustained Excellence Awards
– CBRE Clarion Securities: Winner of S&P’s Property category in 2007, 2008, 2009, 2010 and 2011.
– PIMCO Australia Pty Ltd. (Equity Trustees): Winner of S&P’s Fixed Interest category in 2008, and Global Fixed Interest category in 2009, 2010 and 2011.
– Schroder Investment Management Australia: Winner of S&P’s Emerging Markets category in 2007, 2008, 2009, 2010 and 2011.

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