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2025 Winners & Finalists

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BDM of the Year

Anne Adam, TAL
Thomas Kelly, Insignia Financial
Zane Leyden, GSFM
Jason Lien, MLC
Brett Madigan, NEOS Life
Amy Parsons, Futurity Investment Group
Daniel Peut, Brighter Super
Aimee Psellos, Macquarie Group
Campbell Stevens, VanEck
Eu-Jene Teng, Fidante Partners

Marketer of the Year

Dominique Ambrogio, Allan Gray Australia
Lisa Barp, GSFM
Lucy Briggs, Schroders
Ele de Vere, Betashares
Victoria Gardiner, Macquarie Asset Management
Catherine Roan, Fidante
Andrea Roberts, ClearBridge Investments
Khiem Tudo, MFS Investment Management

Rising Star of the Year

Belinda Cheung, Centuria Capital Group
Jesse Moors, Spatium Capital
Patrick William, Rixon Capital

Australian Large Cap Equity

Greencape High Conviction Fund
Macquarie Australian Shares Fund
Merlon Australian Share Income Fund
Perpetual Industrial Share Fund
Smallco Investment Fund

Australian Small Cap Equity

DNR Capital Australian Emerging Companies Fund
Eley Griffiths Group Small Companies Fund
Hyperion Small Growth Companies Fund
Pengana Emerging Companies Fund
Spheria Australian Microcap Fund

GEQ Smalls

Artisan Global Discovery Fund
Dimensional Global Small Company Trust - Active ETF
Fairlight Global Small & Mid Cap Fund (SMID) Class A
Ophir Global High Conviction Fund - Class A

GEQ large caps

Arrowstreet Global Equity Fund
GQG Partners Global Equity Fund - A Class
Munro Concentrated Global Growth Fund Class A Units
RQI Global Value – Class A
Schroder Global Core Fund

GQG Partners Emerging Markets Equity Fund - A Class
India Avenue Equity Fund — Wholesale Class
Lazard Emerging Markets Equity Fund
Robeco Emerging Conservative Equity Fund
RQI Emerging Markets Value – Class A

Australian Property Securities

Resolution Capital Real Assets Fund
UBS CBRE Property Securities Fund
Zurich Investments Australian Property Securities Fund

Global Property Securities

CBRE Global Property Securities Fund
Dimensional Global Real Estate Trust Inc AUD
Quay Global Real Estate Fund

Infrastructure Securities

4D Global Infrastructure Fund
ClearBridge RARE Infrastructure Value Fund - Hedged
Lazard Global Listed Infrastructure Active ETF
Russell Investments Global Listed Infrastructure Fund — Hedged

Unlisted Real Assets

Australian Unity Healthcare Property Trust-Wholesale Units
Dexus Wholesale Australian Property Fund
RF CorVal Property Fund

Australian Fixed Income

Janus Henderson Tactical Income Fund
Perpetual Dynamic Fixed Income Fund
PM Capital Enhanced Yield Fund
Western Asset Australian Bond Fund
Yarra Enhanced Income Fund

Global Fixed Income

Ares Global Credit Income Fund
Bentham Global Income Fund
Invesco Wholesale Senior Secured Income Fund
Neuberger Berman Strategic Income Fund – I Class
PIMCO Income Fund – Wholesale Class

Diversified Fixed Income

Bentham Asset Backed Securities Fund – I Class
Daintree Core Income Trust
Janus Henderson Diversified Credit Fund
Perpetual Diversified Income Fund
Realm High Income Fund

Multi-Asset

ART Super Savings High Growth
Betashares Diversified All Growth ETF
CT Pyrford Global Absolute Return Fund
Hostplus Indexed Balanced
Morningstar Multi-Asset All Growth Fund - Class A

Passive - Equities

Betashares Australian Ex-20 Portfolio Diversifier ETF
Global X EURO STOXX 50 ETF
iShares S&P 500 ETF
VanEck Australian Banks ETF
Vanguard All-World Ex-US Shares Index ETF

Passive -Fixed Income / Alternatives

Betashares Australian Government Bond ETF
iShares Government Inflation ETF
VanEck Australian Subordinated Debt ETF
Vanguard Australian Fixed Interest Index Fund
Global X Physical Structured Gold

Responsible Investment

Ausbil Active Sustainable Equity
CareSuper - Sustainable Balanced
Dimensional Australian Sustainability Trust
Perpetual ESG Australian Share Fund (Quoted Managed Fund)

Alternatives

Aspect Absolute Return Fund – Class A
Aspect Diversified Futures Fund - Class A
BlackRock Multi Opportunity Absolute Return Fund
CC Sage Capital Absolute Return Fund
P/E Global FX Alpha Fund

Private Markets

Challenger IM Credit Income Fund - Class A
Hamilton Lane Global Private Assets Fund (AUD)
Partners Group Global Multi-Asset Fund
Partners Group Global Value Fund (AUD) — Wholesale
Schroder Specialist Private Equity Fund

Innovation

Betashares Capital Ltd (for the Betashares Australian Momentum ETF )
Coller Capital Ltd (for the Coller Private Equity Secondaries Fund - Class D)
Pantheon Ventures (UK) LLP (for the Pantheon Global Evergreen Mid-Market Secondaries)
StepStone Group LP (for the StepStone Private Venture and Growth (Australia) Fund - Class A)

Emerging Manager

Blackwattle Investment Partners Pty Limited
Brown Advisory Limited
Churchill PCIF Advisor LLC
EQT Fund Management S.à r.l.
Lifecycle Investment Partners

Fund Manager of the Year

Schroder Investment Management Australia Ltd
Janus Henderson Investors
Perpetual Investment Management Ltd
VanEck Investments Limited
Vanguard Investments Australia Ltd