Awards

Perpetual and many of our funds have been recognised through various industry awards, many of which are judged by specialist investment research houses. Read more about our recent awards and the judging criteria used.

2013


Australian Fund Manager of the Year Multi-Sector Australia Category Winner Emerging Manager Australia Category Winner Domestic Equities Australia Category Finalist Perpetual Investments has been named Australian Fund Manager of the Year by Morningstar in its Morningstar Awards 2013. In addition, Perpetual Investments has also received the accolades of Multi-Sector Australia Category Winner and Emerging Manager Australia Category Winner for the Perpetual SHARE-PLUS Long-Short Fund. We were also a finalist in the Domestic Equities Australia Category. As one of Australia's largest independent wealth managers, we are honoured to be recognised by Morningstar for what we do best. Morningstar said Perpetual's well-established investment approach, implemented by its team of experienced investors, enabled the firm to deliver commendable returns across the business in 2012. These awards were based on recent and long term performance, as well as a fund’s people and processes and the likelihood of being able to deliver into the future. Morningstar acknowledged that ‘a penchant for quality’ was key to Perpetual’s success along with the careful management of wider corporate challenges in recent years. The Morningstar Fund Manager of the Year Award identifies and recognises the Australian-domiciled fund manager which, in Morningstar’s opinion, has demonstrated funds management excellence across multiple asset classes in the year for which the award has been made. © 2013 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. To the extent that any of this information constitutes advice, it is general advice and has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 and/or Morningstar Research Limited (subsidiaries of Morningstar, Inc.) without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. Neither Morningstar, nor Morningstar’s subsidiaries, nor Morningstar’s employees can provide you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Please refer to our Financial Services Guide (FSG) for more information www.morningstar.com.au/fsg.asp

Australian Fund Manager of the Year
Multi-Sector Australia Category Winner
Emerging Manager Australia Category Winner
Domestic Equities Australia Category Finalist

Perpetual Investments has been named Australian Fund Manager of the Year by Morningstar in its Morningstar Awards 2013.

In addition, Perpetual Investments has also received the accolades of Multi-Sector Australia Category Winner and Emerging Manager Australia Category Winner for the Perpetual SHARE-PLUS Long-Short Fund. We were also a finalist in the Domestic Equities Australia Category.

As one of Australia's largest independent wealth managers, we are honoured to be recognised by Morningstar for what we do best. Morningstar said Perpetual's well-established investment approach, implemented by its team of experienced investors, enabled the firm to deliver commendable returns across the business in 2012.

These awards were based on recent and long term performance, as well as a fund’s people and processes and the likelihood of being able to deliver into the future. Morningstar acknowledged that ‘a penchant for quality’ was key to Perpetual’s success along with the careful management of wider corporate challenges in recent years.

The Morningstar Fund Manager of the Year Award identifies and recognises the Australian-domiciled fund manager which, in Morningstar’s opinion, has demonstrated funds management excellence across multiple asset classes in the year for which the award has been made.

© 2013 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. To the extent that any of this information constitutes advice, it is general advice and has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 and/or Morningstar Research Limited (subsidiaries of Morningstar, Inc.) without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. Neither Morningstar, nor Morningstar’s subsidiaries, nor Morningstar’s employees can provide you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Please refer to our Financial Services Guide (FSG) for more information www.morningstar.com.au/fsg.asp

2012

	Money magazine – Best Australian Shares Super Fund Perpetual’s WealthFocus Super Plan Smaller Companies Fund has been recognised as the Gold Winner for Best Australian Shares Super Fund at the Money magazine Best of the Best Awards 2012. The judges noted the strong long-term performance of the fund, which has generated a compound annual return of more than 12%pa over the decade to 30 September 2011. The awards were open to retail funds accepting new investments, with a minimum initial investment of $25,000 or less. Funds were ranked according to their ratings from three leading research houses, Morningstar, Zenith Investment Partners and Standard & Poor’s. A further filtering process was then applied to select winners.

Money magazine – Best Australian Shares Super Fund

Perpetual’s WealthFocus Super Plan Smaller Companies Fund has been recognised as the Gold Winner for Best Australian Shares Super Fund at the Money magazine Best of the Best Awards 2012.

The judges noted the strong long-term performance of the fund, which has generated a compound annual return of more than 12%pa over the decade to 30 September 2011.

The awards were open to retail funds accepting new investments, with a minimum initial investment of $25,000 or less. Funds were ranked according to their ratings from three leading research houses, Morningstar, Zenith Investment Partners and Standard & Poor’s. A further filtering process was then applied to select winners.

2011

	Hall Of Fame and Small Companies Fund Manager Award Perpetual has been recognised in the 13th Annual Australian Fund Manager Awards 2011. John Sevior, Head of Equities (currently on sabbatical) was inducted into the Hall Of Fame and the Perpetual Smaller Companies Fund won the Small Companies Fund Manager Award. The winner of the prestigious Hall Of Fame Award is selected for their contribution to the industry over and above their work mandate by the Australian Fund Manager Foundation members and previous award winners. Previous award winners include Kerr Nelson (Platinum Asset Management), Chris Cuffe (Social Ventures Australia) and David Paradice (Paradice Investment Management). The Fund Manager Awards are selected by Ibbotson, a Morningstar company, based on both qualitative and quantitative factors. Ibbotson puts forward four finalists and recommends a winner in each category, which the Fund Manager Foundation members approve. Winner – Best Australian Small Cap Shares The Perpetual Smaller Companies Fund has won the Best Australian Small Cap Shares category in the Financial Review Smart Investor Blue Ribbon Awards 2011. The Awards were judged by Morningstar, who assessed a range of criteria including a fund’s rating and performance. In awarding Perpetual, the judges noted our prudent and effective approach of focusing on quality, attractively valued stocks. Winner of Australian Equities Long Short category Perpetual has won the Australian Equities Long Short category at the Money Management/Lonsec Fund Manager of the Year Awards for the Perpetual SHARE-PLUS Long-Short Fund. Finalists and winner of the awards were selected by Lonsec based on a combination of past performance and forward looking measures. The Perpetual SHARE-PLUS Long-Short Fund has outperformed the S&P/ASX 300 Accumulation Index by 6.1% over the year to 30 April 2011. At the awards, we were also honoured as finalists in the Ethical/SRI Manager category for the Perpetual Ethical SRI Fund and as Asset Allocator for our diversified funds. Money magazine – Best Fund Manager and Best Australian Share Fund Perpetual has been recognised as the Best Fund Manager in the Money magazine Best of the Best Awards 2011. The judges noted the high calibre of our investment management team, based on their depth of experience, expertise and commitment to our investment philosophy. We have won this award four out of the eight years it has been awarded. Our WealthFocus Investment Funds Concentrated Equity Fund has also been recognised as the Gold Winner for Best Australian Share Funds, for the third year in a row, with our WealthFocus Investment Funds Australian Share Fund in equal third place in this category. We achieved second place in three other categories: Best Growth Funds - WealthFocus Investment Funds Balanced Growth Best Balanced Funds - WealthFocus Investment Funds Diversified Growth Best Australian Shares Super Funds - WealthFocus Super Plan Ethical SRI The Awards use ratings from those highest-rated by three leading research houses Morningstar, Zenith Investment Partners and Standard & Poor’s as a basis to select winners. The judge’s selection was based on a retail fund open to new investment with a minimum initial investment of $25,000 or less. Funds were ranked according to the total points awarded for their rating by each research house. A further filtering process was then applied. Ethical Investor Fund of the Year Perpetual’s Wholesale Ethical SRI Fund has won Ethical Investor Fund of the Year at the 10th annual Australian Sustainability Awards. The awards recognise best practice in corporate sustainability across Australian companies. The managed funds section of the awards was judged by Lonsec. In awarding us Fund of the Year, Lonsec noted that the fund is a very stable, true-to-label ethical option for investors. It is differentiated from some peers because resource stocks, including BHP Billiton and Rio Tinto are excluded from its investment universe. The Fund outperformed the S&P/ASX 300 Accumulation Index by 3.9% over the three years to October 2010, which is a comparatively strong result within the Lonsec-rated universe. Bronze medal – Best for-profit superannuation fund The Perpetual WealthFocus Super Plan has been awarded joint bronze medal in Your Money Magazine’s ‘Best for-profit superannuation fund’ category. Medal winners were chosen based on an independent study, conducted by Your Money Magazine’s staff of researchers, which looked at performance consistency over different time periods and investment options.

best fund manager

Hall Of Fame and Small Companies Fund Manager Award

Perpetual has been recognised in the 13th Annual Australian Fund Manager Awards 2011. John Sevior, Head of Equities (currently on sabbatical) was inducted into the Hall Of Fame and the Perpetual Smaller Companies Fund won the Small Companies Fund Manager Award.

The winner of the prestigious Hall Of Fame Award is selected for their contribution to the industry over and above their work mandate by the Australian Fund Manager Foundation members and previous award winners. Previous award winners include Kerr Nelson (Platinum Asset Management), Chris Cuffe (Social Ventures Australia) and David Paradice (Paradice Investment Management).

The Fund Manager Awards are selected by Ibbotson, a Morningstar company, based on both qualitative and quantitative factors. Ibbotson puts forward four finalists and recommends a winner in each category, which the Fund Manager Foundation members approve.

Winner – Best Australian Small Cap Shares

The Perpetual Smaller Companies Fund has won the Best Australian Small Cap Shares category in the Financial Review Smart Investor Blue Ribbon Awards 2011.

The Awards were judged by Morningstar, who assessed a range of criteria including a fund’s rating and performance. In awarding Perpetual, the judges noted our prudent and effective approach of focusing on quality, attractively valued stocks.

Winner of Australian Equities Long Short category

Perpetual has won the Australian Equities Long Short category at the Money Management/Lonsec Fund Manager of the Year Awards for the Perpetual SHARE-PLUS Long-Short Fund.

Finalists and winner of the awards were selected by Lonsec based on a combination of past performance and forward looking measures. The Perpetual SHARE-PLUS Long-Short Fund has outperformed the S&P/ASX 300 Accumulation Index by 6.1% over the year to 30 April 2011.

At the awards, we were also honoured as finalists in the Ethical/SRI Manager category for the Perpetual Ethical SRI Fund and as Asset Allocator for our diversified funds.

Money magazine – Best Fund Manager and Best Australian Share Fund

Perpetual has been recognised as the Best Fund Manager in the Money magazine Best of the Best Awards 2011. The judges noted the high calibre of our investment management team, based on their depth of experience, expertise and commitment to our investment philosophy. We have won this award four out of the eight years it has been awarded.

Our WealthFocus Investment Funds Concentrated Equity Fund has also been recognised as the Gold Winner for Best Australian Share Funds, for the third year in a row, with our WealthFocus Investment Funds Australian Share Fund in equal third place in this category.

We achieved second place in three other categories:

Best Growth Funds - WealthFocus Investment Funds Balanced Growth
Best Balanced Funds - WealthFocus Investment Funds Diversified Growth
Best Australian Shares Super Funds - WealthFocus Super Plan Ethical SRI

The Awards use ratings from those highest-rated by three leading research houses Morningstar, Zenith Investment Partners and Standard & Poor’s as a basis to select winners.

The judge’s selection was based on a retail fund open to new investment with a minimum initial investment of $25,000 or less. Funds were ranked according to the total points awarded for their rating by each research house. A further filtering process was then applied.

Ethical Investor Fund of the Year

Perpetual’s Wholesale Ethical SRI Fund has won Ethical Investor Fund of the Year at the 10th annual Australian Sustainability Awards. The awards recognise best practice in corporate sustainability across Australian companies.

The managed funds section of the awards was judged by Lonsec. In awarding us Fund of the Year, Lonsec noted that the fund is a very stable, true-to-label ethical option for investors. It is differentiated from some peers because resource stocks, including BHP Billiton and Rio Tinto are excluded from its investment universe.

The Fund outperformed the S&P/ASX 300 Accumulation Index by 3.9% over the three years to October 2010, which is a comparatively strong result within the Lonsec-rated universe.

Bronze medal – Best for-profit superannuation fund

The Perpetual WealthFocus Super Plan has been awarded joint bronze medal in Your Money Magazine’s ‘Best for-profit superannuation fund’ category.

Medal winners were chosen based on an independent study, conducted by Your Money Magazine’s staff of researchers, which looked at performance consistency over different time periods and investment options.

2010

	Money magazine – Best Australian Share Fund For the second year in a row, the Perpetual Concentrated Equity Fund is Money magazine’s Gold winner for Best Australian Share Funds 2010. Perpetual Concentrated Equity Fund invests in quality industrial and resource shares and other securities. The Awards use ratings from those highest-rated by three leading research houses Morningstar, Zenith Investment Partners and Standard & Poor’s as a basis to select winners. The judge’s selection was based on a retail fund open to new investment with a minimum initial investment of $25,000 or less. Funds were ranked according to the total points awarded for their rating by each research house. A further filtering process was then applied. The judges commented on the Fund’s 11.4% pa return since inception, which indicates strong long-term performance. [Money magazine, Dec 2009/Jan 2010]. Performance data is at September 30, 2009.

Money magazine – Best Australian Share Fund

For the second year in a row, the Perpetual Concentrated Equity Fund is Money magazine’s Gold winner for Best Australian Share Funds 2010. Perpetual Concentrated Equity Fund invests in quality industrial and resource shares and other securities.

The Awards use ratings from those highest-rated by three leading research houses Morningstar, Zenith Investment Partners and Standard & Poor’s as a basis to select winners.

The judge’s selection was based on a retail fund open to new investment with a minimum initial investment of $25,000 or less. Funds were ranked according to the total points awarded for their rating by each research house. A further filtering process was then applied. The judges commented on the Fund’s 11.4% pa return since inception, which indicates strong long-term performance. [Money magazine, Dec 2009/Jan 2010]. Performance data is at September 30, 2009.

2009

	AFR Smart Investor Blue Ribbon Awards – Fund Manager of the Year 2009 Perpetual was named as the AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year 2009. Two of our funds also won in individual categories: Best multi-sector balanced fund – Perpetual’s Diversified Growth Fund Best personal pension fund – Perpetual’s Balanced Growth Fund The Awards used ratings from research house Morningstar as a basis to select winners, with the judges reviewing elements such as fund managers’ investment process, risk management and performance. The Blue Ribbon judges commended Perpetual’s investment team for their method of blending underlying asset classes and their depth of skills and experience. We also won the Fund Manager of the Year award in 2007.
	Money magazine – Best Australian Share Fund 2009 Perpetual was a joint Gold winner for Money magazine’s Best Australian Share Funds – Perpetual’s Concentrated Equity Fund. We were also recognised as finalists in the following awards: Best Balanced Funds – Perpetual’s Diversified Growth Fund Best Growth Funds – Perpetual’s Balanced Growth Fund Best Mortgage Funds – Perpetual’s Monthly Income Fund Best Smaller Companies Fund – Perpetual’s Small Companies Share Fund.

AFR Smart Investor Blue Ribbon Awards – Fund Manager of the Year 2009

Perpetual was named as the AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year 2009.

Two of our funds also won in individual categories:

Best multi-sector balanced fund – Perpetual’s Diversified Growth Fund
Best personal pension fund – Perpetual’s Balanced Growth Fund

The Awards used ratings from research house Morningstar as a basis to select winners, with the judges reviewing elements such as fund managers’ investment process, risk management and performance. The Blue Ribbon judges commended Perpetual’s investment team for their method of blending underlying asset classes and their depth of skills and experience.

We also won the Fund Manager of the Year award in 2007.

Money magazine – Best Australian Share Fund 2009

Perpetual was a joint Gold winner for Money magazine’s Best Australian Share Funds – Perpetual’s Concentrated Equity Fund.

We were also recognised as finalists in the following awards:

Best Balanced Funds – Perpetual’s Diversified Growth Fund
Best Growth Funds – Perpetual’s Balanced Growth Fund
Best Mortgage Funds – Perpetual’s Monthly Income Fund
Best Smaller Companies Fund – Perpetual’s Small Companies Share Fund.

2008

	AFR Smart Investor Blue Ribbon Awards 2008 Perpetual Limited Australian Large-Cap Shares - Highly commended Perpetual Limited Multi-Sector - Conservative - Highly commended Perpetual Limited Multi-Sector - Balanced - Highly commended

AFR Smart Investor Blue Ribbon Awards 2008

Perpetual Limited Australian Large-Cap Shares - Highly commended
Perpetual Limited Multi-Sector - Conservative - Highly commended
Perpetual Limited Multi-Sector - Balanced - Highly commended

2007

	Money magazine best Fund Manager of the Year 2007 Perpetual won Money magazine's Best Fund Manager award in 2005, 2006, and 2007. The award was based on ratings from three of Australia's leading research houses - Standard & Poors, InvestorWeb and Morningstar. High ratings for Perpetual in many individual manager fund categories lead to these wins.

Money magazine best Fund Manager of the Year 2007

Perpetual won Money magazine's Best Fund Manager award in 2005, 2006, and 2007.

The award was based on ratings from three of Australia's leading research houses - Standard & Poors, InvestorWeb and Morningstar.
High ratings for Perpetual in many individual manager fund categories lead to these wins.

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