Awards

2019

Zenith Finalist

2019 Zenith Fund Awards - Finalist in the Australian Equities Small Cap category

The Zenith Fund Awards were issued 11 October 2019 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.

2018

FS Investment Leadership Awards

Financial Standard Investment Leadership Awards, Australian Equities SMALL CAP WINNER 2018

2017

Australian Fund Manager Awards - Investors Mutual’s Small Cap Funds awarded the Golden Calf Award.

 

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2017 Professional Planner | Zenith Fund Awards finalist: LICs category. This award was issued on October 6, 2017 and is valid for 12 months.

Mstar award 2017

 

 

 

 

Morningstar Awards 2017 (c). Morningstar, Inc. All Rights Reserved. Awarded to Investors Mutual for Fund Manager of the Year, Domestic Equities Small Cap Category Winner, Australia.

2016

Australian Fund Manager Awards - Australian Equities – Finalist

2015

2015 Awards

Smart Investor Blue Ribbon Awards - Best Australian Large Cap Fund – Winner  (Australian Share Fund)

Smart Investor Blue Ribbon Awards - Best Australian Small Cap Fund – Winner (Future Leaders Fund)

Morningstar Awards 2015 - Domestic Equities Category Winner, Australia

Morningstar Awards 2015 - Domestic Equities Small Cap Category Finalist, Australia

Morningstar Awards 2015 - Fund Manager of the Year Finalist, Australia

2013

Morningstar Awards 2013 - Domestic Equities Award – Finalist, Australia

Australian Fund Manager Awards - Australian Equities - Finalist

2012

Morningstar Awards 2012 - Domestic Equities Category Winner, Australia

Money Management/Lonsec - Fund Manager of the Year 2012 – Australian Equities (Broad Cap)

Smart Investor Blue Ribbon Awards - WINNER Australian Large Cap Shares category, Sandhurst Investors Mutual Industrial share Fund

Australian Fund Manager Awards - Australian Equities Large Award 2012

Australian Fund Manager Awards - Australian Equities Large Award FINALIST 2012

2011

Australian Fund Manager Awards - Small Companies Fund Manager Award FINALIST 2011

2010

Australian Fund Manager Awards - Small Companies Fund Manager Award Finalist 2010

2009

Australian Fund Manager Awards - Small Companies Fund Manager Award FINALIST 2009

Smart Investor Blue Ribbon Awards – Winner 2009 -Australian Small Cap Shares category - Sandhurst BMF – Sandhurst Future Leaders Fund (Investors Mutual)

2008

Morningstar - Fund Manager of the Year - Domestic Equities-Small Caps

2003

Money Management/ASSIRT- Fund Manager of the Year 2003 - Rising Star 2003

Money Management/ASSIRT- Fund Manager of the Year 2003 – Australian Equities

Personal Investor - Emerging Companies Fund of the year 2003

Personal Investor - Finalist Fund Manager of the year 2003

Personal Investor - Finalist Australian Share Fund of the year 2003

2002

Money Management/ASSIRT - Fund Manager of the Year 2002 – Australian Shares

Morningstar Awards 2002 - Emerging Australian Equities Fund Manager of the year 2002

Australian Fund Manager Awards - The Golden Calf Award 2002