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Lately, I’ve been looking into investment management companies in Australia. In this article, I’ve divided the major players into two lists… Publically Traded and Privately Held Investment Management Companies.
Companies not included on this list
You may notice some big names not on the list. I’ve purposely left out many large companies that could qualify to be on this list as I’m focusing exclusively on Australian Investment Management Companies. Obviously, this immediately excluded any company not found in the ASIC registry.
Beyond that, I’ve also excluded companies whose core business is outside Investment Management. This includes many large institutions including Banks, Super Funds, Insurance Companies, Money Lenders, and Property Developers. I’ve also excluded Trustees, Consultants, Financial Advisors, Industry Bodies etc.
Definitions I use
A fund manager is an individual or a team of individuals who are responsible for managing an investment fund. They make decisions about which securities to buy and sell, and they monitor the performance of the fund. Fund managers are typically employed by investment management companies, but they can also be self-employed.
An investment management company (IMC) is a financial services firm that provides investment management services to clients. IMCs manage a variety of investment funds, including mutual funds, hedge funds, and private equity funds. They also provide investment advice to individual and institutional investors.
A flagship fund is a fund that is considered to be the most important or representative of a particular investment company. Flagship funds are typically the oldest, largest, or most successful funds offered by a company. They are often used to showcase the company’s investment philosophy and track record.
The List
This has been a challenging and rewarding process. While it’s far from comprehensive, I trust you will find it valuable.
| Company Name | Market Cap | ACN | Based in | Founded in |
| Keybridge Capital Ltd | $9,330,000,000 | 088 267 190 | Melbourne | 1999 |
| Colonial First State Investments Limited | $4,180,000,000 | 002 348 352 | Sydney | 1982 |
| AMP Capital Investors Limited | $3,310,000,000 | 001 777 591 | Sydney | 1979 |
| Perpetual Limited | $2,710,000,000 | 000 431 827 | Sydney | 1963 |
| PM Capital Limited | $1,990,000,000 | 083 644 731 | Sydney | 1998 |
| Pendal Group Limited | $1,950,000,000 | 126 385 822 | Sydney | 2007 |
| Insignia Financial Ltd | $1,940,000,000 | 100 103 722 | Docklands | 2002 |
| Pinnacle Investment Management Group Ltd | $1,799,340,000 | 100 325 184 | Brisbane | 2002 |
| Magellan Asset Management Limited | $1,620,000,000 | 120 593 946 | Sydney | 2006 |
| Pinnacle Investment Management Limited | $1,610,000,000 | 109 659 109 | Brisbane | 2004 |
| Magellan Financial Group Ltd | $1,456,900,000 | 108 437 592 | Sydney | 2004 |
| Magellan Financial Group Limited | $1,450,000,000 | 108 437 592 | Sydney | 2004 |
| Platinum Asset Management Ltd | $1,023,750,000 | 050 064 287 | Sydney | 1990 |
| Carlton Investments Ltd | $898,820,000 | 000 020 262 | Sydney | 1928 |
| Ma Financial Group Ltd | $843,840,000 | 142 008 428 | Sydney | 2010 |
| Regal Partners Limited | $827,670,000 | 129 188 450 | Sydney | 2008 |
| EQT Holdings Ltd | $710,110,000 | 607 797 615 | Melbourne | 2015 |
| PM Capital Global Opportunities Fund Limited | $708,770,000 | 166 064 875 | Sydney | 2013 |
| Pacific Current Group Ltd | $371,330,000 | 006 708 792 | Melbourne | 1987 |
| Australian Ethical Investment Ltd | $369,920,000 | 003 188 930 | Sydney | 1986 |
| Clearview Wealth Limited | $330,510,000 | 106 248 248 | Sydney | 2003 |
| Bell Financial Group Limited | $303,100,000 | 083 194 763 | Melbourne | 1998 |
| Navigator Global Investments Ltd | $249,830,000 | 101 585 737 | Brisbane | 2002 |
| Qv Equities Ltd | $231,000,000 | 169 154 858 | Sydney | 2014 |
| CVC Ltd | $228,390,000 | 002 700 361 | Sydney | 1984 |
| Elanor Investors Group Enn | $208,300,000 | 169 308 187 | Sydney | 2014 |
| Euroz Hartleys Group Ltd | $190,670,000 | 000 364 465 | Perth | 1961 |
| Fiducian Group Limited | $185,720,000 | 602 423 610 | Sydney | 2014 |
| 360 Capital Group Tgp | $178,400,000 | 113 569 136 | Sydney | 2005 |
| Gowing Brothers Ltd | $143,940,000 | 638 812 996 | Kogarah | 2020 |
| Pengana Capital Group Ltd | $140,150,000 | 059 300 426 | Sydney | 1993 |
| Pengana Capital Group Limited | $140,140,000 | 059 300 426 | Sydney | 1993 |
| Clime Capital Ltd Hybrid Security | $117,780,000 | 106 282 777 | Sydney | 2003 |
| E&P Financial Group Ltd Ordinary Shares EP1 | $95,070,000 | 609 913 457 | Sydney | 2015 |
| Microequities Asset Management Group Limited | $75,920,000 | 110 777 056 | Sydney | 2004 |
| Hancock & Gore Ltd | $68,740,000 | 009 657 961 | Sydney | 1904 |
| Auctus Investment Group Ltd | $60,510,000 | 149 278 759 | Melbourne | 2011 |
| Teaminvest Private Group Limited | $58,370,000 | 629 045 736 | Pymble | 2018 |
| NAOS Emerging Opportunities Company Limitied | $56,170,000 | 161 106 510 | Sydney | 2012 |
| Strategic Elements Ltd | $55,870,000 | 122 437 503 | Subiaco | 2006 |
| Prime Financial Group Limited | $48,260,000 | 009 487 674 | Southbank | 1965 |
| Centrepoint Alliance Ltd | $43,310,000 | 052 507 507 | Sydney | 1991 |
| Blackwall Ltd | $38,810,000 | 146 935 131 | Neutral Bay | 2010 |
| Income Asset Management Group Ltd | $36,400,000 | 010 653 862 | Sydney | 1986 |
| NAOS Ex-50 Opportunities Company Limited | $36,200,000 | 169 448 837 | Sydney | 2014 |
| Diverger Limited | $32,960,000 | 111 695 357 | Sydney | 2004 |
| Clime Investment Management Ltd | $30,800,000 | 067 185 899 | Sydney | 1994 |
| Wt Financial Group Ltd | $27,110,000 | 169 037 058 | Sydney | 2014 |
| BHP Energy Ltd BHP | $23,700,000 | 095 912 002 | Stirling | 2001 |
| A1 Investments & Resources Ltd | $20,530,000 | 109 330 949 | Sydney | 2004 |
| London City Equities Ltd | $18,780,000 | 003 200 664 | The Rocks | 1986 |
| K2 Asset Management Holdings Ltd | $13,260,000 | 124 636 782 | Melbourne | 2007 |
| Associate Global Partners Limited | $12,100,000 | 080 277 998 | Sydney | 1997 |
| Keybridge Capital Ltd | $9,330,000 | 088 267 190 | Melbourne | 1999 |
| Arc Funds Ltd | $7,670,000 | 001 746 710 | Melbourne | 1979 |
| Alterra Ltd | $7,660,000 | 129 035 221 | Perth | 2008 |
| Mariner Corp Ltd | $1,490,000 | 002 989 782 | Sydney | 1985 |
| Imperial Pacific Ltd | $750,000 | 000 144 561 | The Rocks | 1954 |
| Company Name | ACN | Based in | Founded in |
| Abrdn Australia Ltd | 002 123 364 | Sydney | 1981 |
| Allan Gray Australia Pty Ltd | 112 316 168 | Sydney | 2004 |
| Alliancebernstein Investment Management Australia Limited | 007 212 606 | Sydney | 1989 |
| Ausbil Investment Management Limited | 076 316 473 | Sydney | 1996 |
| Australian Corporate Bond Company Limited (xtb) | 169 442 657 | Sydney | 2014 |
| Australian Unity Limited | 087 648 888 | Sydney | 1993 |
| Bell Asset Management Limited | 092 278 647 | Melbourne | 2000 |
| Bennelong Funds Management Ltd | 111 214 085 | Melbourne | 2004 |
| Betashares Capital Ltd | 139 566 868 | Sydney | 2009 |
| Blackrock Investment Management (australia) Limited | 006 165 975 | Sydney | 1983 |
| BT Financial Group Pty Limited | 087 480 331 | Sydney | 1999 |
| Capital Group Investment Management Limited | 164 174 501 | Sydney | 2013 |
| Challenger Limited | 106 842 371 | Sydney | 2003 |
| Coolabah Capital Investments (retail) Pty Limited | 153 555 867 | Bondi Junction | 2011 |
| Elstree Investment Management Limited | 079 036 810 | Melbourne | 1997 |
| Fairview Equity Partners Pty Ltd | 131 426 938 | Melbourne | 2008 |
| Fil Investment Management (australia) Limited (Fidelity) | 006 773 575 | Sydney | 1987 |
| First Sentier Investors (australia) Services Pty Limited | 624 305 595 | Barangaroo | 2018 |
| Franklin Templeton Australia Limited | 004 835 849 | Melbourne | 1970 |
| Global X Management (aus) Limited | 150 433 828 | Sydney | 2011 |
| Goldman Sachs Australia Pty Ltd | 006 797 897 | Melbourne | 1987 |
| Gsfm Pty Limited | 125 715 004 | Sydney | 2007 |
| Hyperion Asset Management Limited | 080 135 897 | Brisbane | 1997 |
| Innova Asset Management Pty. Ltd. | 141 597 104 | Sydney | 2010 |
| Janus Henderson Investors (australia) Limited | 124 279 518 | Sydney | 2007 |
| Jpmorgan Asset Management (australia) Limited | 143 832 080 | Sydney | 2010 |
| Kapstream Capital Pty Limited | 122 076 117 | Sydney | 2006 |
| La Trobe Financial Services Pty Limited | 006 479 527 | Melbourne | 1985 |
| Listedreserve Pty Limited | 624 133 133 | Sydney | 2018 |
| Ma Asset Management | 142 008 535 | Sydney | 2010 |
| Macquarie Investment Management Ltd | 002 867 003 | Sydney | 1984 |
| Markuan Management Pty Ltd | 169 711 415 | Sydney | 2014 |
| Mercer (australia) Pty Ltd | 005 315 917 | Docklands | 1977 |
| Mfs International Australia Pty Ltd | 607 579 537 | Sydney | 2015 |
| Natixis Investment Managers Australia Pty Limited | 088 786 289 | Sydney | 1999 |
| Ninety One Australia Pty Limited | 131 940 451 | Sydney | 2008 |
| Perennial Value Management Limited | 090 879 904 | Sydney | 1999 |
| Pimco Australia Management Limited | 611 709 507 | Sydney | 2016 |
| Principal Global Investors (australia) Limited | 102 488 068 | Sydney | 2002 |
| Qic Limited | 130 539 123 | Brisbane | 2008 |
| Ram Essential Services Property Fund | 653 395 610 | Sydney | 2021 |
| Real Asset Management Pty Ltd | 162 123 408 | Sydney | 2013 |
| Russell Investment Group Pty Ltd | 003 066 859 | Sydney | 1983 |
| Schroder Investment Management Australia Limited | 000 443 274 | Sydney | 1963 |
| State Street Global Advisors, Australia Services Limited | 108 671 441 | Sydney | 2004 |
| T. Rowe Price Australia Limited | 620 668 895 | Sydney | 2017 |
| Talaria Asset Management Pty Ltd | 130 534 342 | Melbourne | 2008 |
| Ubs Asset Management (australia) Ltd | 003 146 290 | Sydney | 1986 |
| Vaneck Investments Limited | 146 596 116 | Sydney | 2010 |
| Vanguard Investments Australia Ltd | 621 577 124 | Bondi Junction | 2017 |
| Wellington Management Australia Pty Ltd | 167 091 090 | Sydney | 2014 |
| Yarra Capital Management Limited | 003 376 252 | Melbourne | 1987 |
About the Author: Patrick Woodcraft
As a wholesale investment specialist, I help Certified Financial Planners and Qualified Financial Advisors with the information and education they need about investment funds that are poised to perform best for their clients through the volatile economic seasons ahead. Book a free 15 minute discovery call with me to see what value I can bring to your business and establish if we’re a good fit to work together.
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Thanks for reaching out. I’m looking forward to connecting with you to understand your needs and discover how I can serve you best.
*Patrick Woodcraft does not provide financial advice or investment advice. Nothing on this website may be construed as financial advice or investment advice. Read the full disclaimer here.
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