The team manages the Quay Global Real Estate Fund (Unhedged) and the Quay Global Real Estate Fund (AUD Hedged), which both invest in a portfolio of 20-40 real estate securities listed on securities exchanges around the world. The funds provide access to a wide variety of listed real estate opportunities across multiple geographies, and aim to consistently deliver attractive total returns over the long term.
The founding partners have more than 50 years of collective experience in direct property, equities research, investment banking and investment management across domestic and global markets, giving them a unique skill set and perspective which they bring to the management of a portfolio of global real estate securities.
Awards
Fund Manager of the Year – Listed Property and Infrastructure
Winner 5 times in a row: 2023, 2021, 2020, 2019, 2018
(There were no awards issued in 2022)
International Listed Property
Winner 4 years in a row: 2024, 2023, 2022, 2021
Global Real Estate Investment Trust
Winner: 2024, 2021 | Finalist: 2023, 2022, 2020
Real Assets - Winner: 2024
Listed Property & Infrastructure - Winner: 2022 | Finalist: 2021
(This category was not included in the 2023 awards)
G-REITs – Winner: 2023
Global Equities – Real Estate – Highly Commended: 2022
Lonsec Property and Infrastructure Fund of the Year
Finalist: 2021
Money Management Fund Manager of the Year Awards
Lonsec Research Pty Ltd (ABN 11 151 658 561 AFSL 421445) (Lonsec) are acting as a research partner for the Fund Manager of the Year Awards (Awards) issued by Momentum Media Group Pty Ltd on 22 June 2023 The Awards are determined using Lonsec proprietary methodologies, are solely statements of opinion, subjective in nature and must not be used as the sole basis for investment decisions. The Awards do not represent recommendations to purchase, hold or sell any products or make any other investment decisions. Investors must seek independent financial advice before making any investment decision and must consider the appropriateness of the information, having regard to their objectives, financial situation, and needs. Past performance is not an indication of future performance. Awards are current for 12 months from the date awarded and are subject to change at any time. Lonsec does not represent these Awards to be guarantees nor should they be viewed as an assessment of a fund or the funds’ underlying securities’ creditworthiness. Lonsec receives a fee from the financial product issuer(s) for researching the financial product(s), using objective criteria. Lonsec rating(s) outcome is not linked to the fee or the Award. Lonsec and its associates do not receive any other compensation or material benefits from product issuers or third parties in connection with the Award. Lonsec makes no representation, warranty or undertaking in relation to the accuracy or completeness of the Awards. Lonsec assumes no obligation to update the Awards after publication. The Award is for the exclusive use of the client for whom it is presented and should not be used or relied upon by any other person unless with express permission from Lonsec. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document and any Award or any loss or damage suffered by the reader or any other person as a consequence of relying upon it. ©Lonsec 2023. All rights reserved.
© 2021, 2020, 2019, FE Money Management. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.
Zenith Fund Awards
Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 18/10/2024 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/.
Morningstar Awards, Australia
Morningstar Awards 2022 (c). Morningstar, Inc. All Rights Reserved. Awarded to Quay Global Real Estate for Australian Fund Manager of the Year: Listed Property and Infrastructure, Australia. Awarded to Bennelong Australian Equity Partners for Australian Fund Manager of the Year: Domestic Equities, Large Caps. Bennelong Australian Equity Partners was a finalist for Australian Fund Manager of the Year: Domestic Equities, Small Caps.
Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Quay Global Real Estate was a finalist for Australian Fund Manager of the Year: Listed Property and Infrastructure, Australia. Bennelong Australian Equity Partners was a finalist for Australian Fund Manager of the Year: Domestic Equities, Large Caps and Australian Fund Manager of the Year: Domestic Equities, Small Caps.
For full award disclaimers click here.