Who will win Fund Manager of the Year awards this week?
Morningstar is due to hand out its annual gongs to fund managers this week. Here are the finalists.
Monday, March 3rd 2025, 6:00AM
The annual awards program, now in its 19th year, recognise and celebrate the best of the New Zealand fund management profession.
“With peak inflation, growth uncertainty and ongoing geopolitical uncertainty, the US Elections, 2024 was a challenging year to navigate, even for the best investors” said Matt Olsen, Morningstar Australasia’s Director, Manager Research.
“Despite the turbulent past year, our nominated fund managers demonstrated an ability to deliver quality, high-performing investments and have stood above peers with exceptional returns over the longer term.”
The international equities award will not be awarded again this year, as there were no eligible candidates demonstrating suitable achievement across our award criteria.
Award finalists and winners are determined by a combination of research by Morningstar's manager research analysts; risk-adjusted medium- to long-term performance track records; and performance in the 2024 calendar year.
Award Finalists
Overall Fund Manager of the Year
- Milford Asset Management
- Harbour Asset Management
- Mint Asset Management
Domestic Equities
- Milford Trans-Tasman Equity
- Harbour Australasian Equity
- Mint Australasian Equity
Fund Manager of the Year - KiwiSaver
- ASB Bank
- Generate
- Quay Street Asset Management
Fixed Interest
- Harbour NZ Corporate Bond
- Mercer Macquarie NZ Short Duration
- Nikko Asset Management NZ Corporate Bond
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