Acadian Wins Again at Zenith Fund Awards

October 21, 2024 – Investment research house, Zenith Investment Partners has named Acadian Asset Management LLC as the 2024 International Equities - Alternative Strategies Manager of the Year.

Established in 2012, the Annual Zenith Fund Awards aim to reward excellence in funds management across 24 categories and help raise standards in funds management for the benefit of investors.

Gillian Savage, Chief Executive Officer, Acadian Asset Management Australia said the Award recognised the firm’s systematic investment capabilities and track record of delivering superior long-term returns by actively investing in companies across global developed and emerging markets.

For the five years to August 31, 2024, the Acadian Global Long Short Fund has returned 22.7% per annum (after fees), outperforming its benchmark by 9.8% per annum.

Table: Acadian Global Equity Long Short Fund performance

Jason Huddy, Managing Director at Zenith, said: “Award winners are leaders in their field and have displayed investment excellence across both qualitative and quantitative criteria over the last year and the longer term”.

The Zenith Fund Awards are based on long-term factors derived from the group’s extensive research and due diligence of fund managers including:

• organisational and investment team strength
• investment philosophy
• security valuation and selection
• portfolio construction
• risk management, and
• fees.

For more information about Acadian’s Global Equity strategies, and other capabilities, please contact Mark Mukundan, Acadian Director of Wholesale Markets, on mmukundan@Acadian-Asset.com or call 0411 615 685.

International Equities - Alternative Strategies

Disclaimer

Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued October 2024 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2024/

About Zenith Investment Partners

Zenith Investment Partners is a leading investment research and managed account provider, with a 20-year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers.

In 2020, Zenith acquired Chant West, one of Australia’s most respected super fund research, data, insights and technology businesses. Highly regarded asset allocation business, Heuristic Investment Systems, joined the Group in early 2021. The broader Zenith Group was acquired by global financial data and technology business FE fundinfo at the end of 2021.

The product disclosure statement (PDS) for the Acadian Global Equity Long Short Fund, FSF0788AU (Fund) issued by Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) should be considered before making an investment decision. CFSIL is a subsidiary of the Commonwealth Bank of Australia (Bank). The Bank and subsidiaries thereof do not guarantee the performance of the Fund or the repayment of capital by the Fund. Investments in the Fund are not deposits or other liabilities of the Bank or its subsidiaries, and investment-type products are subject to investment risk including loss of income and capital invested. To the extent permitted by law, no liability is accepted by the Bank or any affiliates thereof for any loss or damage as a result of any reliance on this information. This information is, or is based upon, information that we believe to be accurate and reliable, however neither Acadian, the Bank nor any affiliates thereof offer any warranty that it contains no factual errors. In Australia 'Colonial', 'Colonial First State' and 'CFS' are trade marks of Colonial Holding Company Limited and 'Colonial First State Investments' is a trade mark of the Bank and all of these trade marks are used by Acadian under license.