BTIM awarded ‘Best Fund Manager’ by Money magazine
BT Investment Management (BTIM) has been announced ‘Best Fund Manager’ in Money magazine’s Best of the Best Awards 2016.
Now in its 15th year, the Best of the Best awards for all managed funds are prepared with the expert assistance of research houses Zenith, Morningstar and Lonsec, reflecting strong investment performance.
Mr Emilio Gonzalez, CEO of BTIM, said: “This result is testament to the deep experience of our investment managers and the outperformance through active management that can be delivered to clients.”
The Best Fund Manager award was chosen by allocating points based on individual managed fund and ETF categories. Fund managers were awarded five points for every gold win, three points for every second place and one point for third. Again a further filtering process was applied.
In making the gold award to BTIM, Susan Hely, Senior Staff Writer at Money magazine said: “The year has been a tough one for investors: low interest rates, seesawing Australian share prices and residential property coming off the boil. But one fund manager has been on top of most investment markets, making good calls on asset allocation plus undervalued shares and defensive income securities.
“In this year’s managed fund awards, BTIM funds dominated five asset classes. In the multi-sector category, its two balanced funds – BT Active Balanced Wholesale Fund and BT Balanced Returns Wholesale Fund – were among the top performers. BT’s Australian large-cap share funds – BT Core Australian Share and BT Focus Australian Share – also ranked highly in the awards. BT Property Securities Fund topped the Australian listed property funds. BT Australian Smaller Companies Fund and the BT Fixed Interest Fund also starred.”
BTIM was also given the gold medal position in the ‘Best Property Securities Fund’ sector for the BT Wholesale Property Securities Fund.
In making this award Louis Christopher, the managing director of SQM Research, said: “It offers investors access to a professionally managed portfolio of A-REITs and property-related businesses across all major geographic regions and within all major property sectors
“Its core investment style is to seek out mispricing opportunities in both ‘value’ and ‘growth’ A-REITs.
“There is a focus on rigorous research and assessment of property fundamentals. Overall, an experienced and stable investment management team with a robust investment process and access to the broader resources at BT are key strengths of the fund.”