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Investments

And the nominees are.....

Thursday 17th of June 1999

IPAC Fund Manager of the Year Nominees

AMP Asset Management
Armstrong Jones
Tower Asset Management

Category Nominees

IPAC says under the awards process funds need to meet the following criteria, as at May 1, to be eligible for nomination. To pass these screens a fund must have;

  • New Zealand residency status
  • Active management
  • Minimum three year performance history
  • Key person retention of minimum two years.
  • Generally available to the public
  • No costs to the investor outside those costs which impact on fund performance
  • No potentially high upfront costs
  • No lock in period of more than one year
  • Minimum initial investment of no more than $5000
  • Fund mandate consistency (reasonable)
  • Minimum fund size $10 million
  • An IPAC 4 or 5 star rating within the past six months.


    • New Zealand Cash and mortgages

    ANZ Funds Management

    ANZ Mortgage Trust

    Guardian Trust

    Guardian Mortgage Fund

     

    NZ Property

    New Zealand Funds Management

    NZ Funds Property and Infrastructure

    Armstrong Jones

    Armstrong Jones Property Securities fund

     

    NZ Equity

    New Zealand Funds Management

    NZ Funds NZ Equity Trust

    Armstrong Jones

    Armstrong Jones NZ Share Fund

     

    International Equity

    Tower Managed Funds

    Tower Global Fund

    WestpacTrust Financial Services

    Westpac International Equity Trust

    New Zealand Funds Management

    NZ Funds Property and Infrastructure

     

    NZ Fixed Interest

    New Zealand Funds Management

    NZ Funds NZ Fixed Interest Trust

    Armstrong Jones

    Armstrong Jones Secure Income - Regular

    Royal & SunAlliance

    Royal & SunAlliance NZ Fixed Interest Trust


    International Fixed Interest

    BT Funds Management

    BT Lifetime Plan Global Bond

    BNZ Financial Services

    BNZ International Bond Trust

    New Zealand Funds Management

    NZ Funds Global Hedged Bond Trust

     

    Diversified Balanced

    AMP Asset Management

    AMP Balanced Bond

    New Zealand Funds Management

    NZ Funds Balanced Trust

    Tower Managed Funds

    Tower Multi Sector Fund

    Armstrong Jones

    Armstrong Jones Balanced Fund

    BNZ Financial Services

    BNZ Active Growth Fund

     

    Diversified Defensive

    BNZ Financial Services

    BNZ Balanced Fund

    Armstrong Jones

    Armstrong Jones Secure Income - Regular

     

    Diversified Growth

    New Zealand Funds Management

    NZ Funds Capital Growth Trust

    AMP Asset Management

    AMP Dynamic Trust
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