Morningstar announces Fund Manager of the Year winners

Morningstar has announced the winners of the Morningstar New Zealand Fund Manager of the Year Awards 2009.

Thursday, March 4th 2010, 2:21PM

AMP Capital Investors took the top award as Morningstar's New Zealand Fund Manager of the Year.

"The winners in our Fund Manager of the Year Awards have all shown themselves to be outstanding stewards of their investors' capital," said Chris Douglas, Morningstar's Co-Head of Fund Research.

"Their talent, skills, and resources have set them apart from their competitors, and most importantly, enabled them to provide great returns for investors in their funds during often trying market conditions over both the past year and the longer term," he said.

fund manager of the year

Morningstar Fund Manager of the Year 2009 – AMP Capital Investors
The Morningstar Fund Manager of the Year 2009 is AMP Capital Investors. This is a back-to-back win
for AMP Capital, the double accolade a testament to the quality and commitment of the firm's investment
personnel and their skills and resources. AMP Capital's fixed income team continues to stand well above
its rivals, producing peer-beating results, while the shop's international shares strategy was also a finalist
in its category after top-notch performance in 2009. AMP Capital continues to consistently deliver a range
of first-class solutions for investors, once again proving itself thoroughly deserving of the title of Fund
Manager of the Year.

Morningstar Fund Manager of the Year Fixed Interest 2009 – AMP Capital Investors
The Morningstar Fund Manager of the Year Fixed Interest 2009 is AMP Capital Investors. Portfolio
Manager Grant Hassell and his team had another vintage year in 2009, demonstrating their masterly
command of their asset class. AMP Capital was once again one of the top-performing domestic fixed
income managers despite conditions not entirely favourable to the conservative approach. The firm's
global fixed interest capability is also very strong, demonstrating that AMP Capital has few peers in the
provision of fixed interest funds to Kiwi investors.

Morningstar Fund Manager of the Year Domestic Equities 2009 – Brook Asset Management
The Morningstar Fund Manager of the Year Domestic Equities 2009 is Brook Asset Management.
Brook's investment team has few rivals for talent and ingenuity, with an investment process that has more
than stood the test of time. Portfolio Manager Slade Robertson only took the reins here in late 2008, but
moved deftly out of a defensive cash-heavy position into cyclical names in early 2009, reaping rewards for
the shop's investors. Shrewd calls like these demonstrate Brook's willingness to back its convictions, and
investors are justified in continuing to have high expectations for the firm.

Morningstar Fund Manager of the Year International Equities 2009 – ING
The Morningstar Fund Manager of the Year International Equities 2009 is ING. ING is a back-to-back
winner in this category, as underlying investment managers Franklin Global Advisors, LSV, and MFS
continue to do a great job. MFS protected returns as markets tumbled in 2008, while in 2009
Franklin and LSV drove performance. The quality and diversification of the underlying manager subset
make this one of the best international equities options available in New Zealand, and the standout
candidate for this award.

Morningstar KiwiSaver Fund Manager of the Year 2009 – AXA
The Morningstar KiwiSaver Fund Manager of the Year 2009 is AXA. Thousands of Kiwis saving for their
retirement income continue to benefit from Peter Verhaart and the AXA Global Investors team's robust
and repeatable investment process, the quality of the underlying managers, and creditable track record.
AXA remains a first-rate steward of New Zealanders' retirement savings.

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