Donlan will join Ausbil on 10 September 2026 as Equity Analyst and will report to Chris Smith, Ausbil’s Head of Equities Research.

Donlan joins Ausbil from Bennelong Australian Equity Partners, where he has been a Senior Investment Analyst since May 2022, with research coverage spanning technology, media, diversified financials and a range of industrial companies. He previously held equity research roles at UBS and CLSA.

Paul Xiradis, Executive Chairman, Chief Investment Officer and Head of Equities at Ausbil, said Donlan’s appointment would add further depth to Ausbil’s research capability.

“Andrew’s analytical capability, diverse sector experience and knowledge of the industry make him a strong addition to Ausbil’s equities team. His appointment will enhance the depth of our proprietary research and strengthen the insights that inform our investment decisions,” Xiradis said.

Irmako’s promotion recognises his contribution to Ausbil’s Emerging Companies capability and expands his portfolio management responsibilities across the firm’s Australian small and micro-cap strategies.

Xiradis said the promotion also demonstrated Ausbil’s focus on developing investment talent internally.

“Beyhan has made an outstanding contribution to the Small & MicroCap team and has continued to expand his investment and portfolio management responsibilities. His promotion is well deserved and strengthens the continuity and depth of the capability,” Xiradis said.

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Sophie brings more than 12 years of financial services experience spanning business development, sales and communications. She joins Ausbil from Antipodes, where she was responsible for intermediary sales across Victoria, Western Australia, South Australia and Tasmania.

In her new role at Ausbil, Sophie will be responsible for developing and servicing Ausbil’s relationships with financial advisers, licensees, dealer groups, private wealth firms and other wholesale clients throughout Victoria and Tasmania. She will report through to Fawaz Rashid, Head of Wholesale Sales, ex North America at Ausbil.

“Sophie brings a strong combination of adviser relationship management, commercial discipline and communication skills,” said Rashid. “Her business development experience will add significant depth to our team. We are very pleased to welcome Sophie as we continue to service our wholesale clients across the southern region of Australia.”

Before joining Antipodes, Sophie held roles with Schroder Investment Management and Fidelity International across Australia and the United Kingdom. Her experience includes wholesale distribution, adviser servicing, strategic account management, investment communications and the development of data-led sales and client-engagement strategies.

“Ausbil’s reputation for active investment management, investment expertise and long-standing client relationships was a strong attraction for me,” said Sophie Metcalfe. “I am excited to work alongside Marko Matosevic, Ausbil’s Southern Region Sales Manager, and the broader distribution team. I look forward to partnering closely with advisers across Victoria and Tasmania, helping them access investment solutions aligned to their clients’ needs and objectives.”

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Måns Carlsson

Ausbil Investment Management Limited (Ausbil) has announced the launch of the Ausbil Active Sustainable Equity Fund (Fund) as an exchange‑traded fund (ETF), expanding investor access to Ausbil’s established sustainable investment capability through the convenience and liquidity of the ASX.

ASUS provides exposure to an actively managed portfolio of predominantly Australian‑listed equities, selected primarily from the S&P/ASX 200 Index, that meet Ausbil’s sustainability approach. ASUS aims to deliver consistent, risk‑controlled outperformance of its benchmark over the long term. It generally holds between 30‑45 Australian‑listed companies and seeks to identify opportunities across market cycles and conditions.

Måns Carlsson OAM, Head of ESG and Co‑Portfolio manager, said the launch reflects the growing demand for sustainable investment solutions that go beyond exclusion screens.

“ASUS brings our active, research‑driven approach to sustainability to the ASX AQUA market, giving investors easier access to a portfolio built around companies which Ausbil believe have relatively good sustainability profiles and are ranked highly by Ausbil on ESG and positioned for long term growth. We believe ESG factors can be a powerful driver of long‑term performance, and ASUS is designed to capture that opportunity.”

Nicholas Condoleon, Portfolio Manager and Deputy Head of Equities, Long Only, highlighted the potential benefits of the active ETF structure for a broader range of investors.

“Quoting the Fund as an Active ETF allows investors to tap into Ausbil’s sustainable investment expertise with the convenience of trading on the exchange. Our process focuses on identifying quality businesses with strong fundamentals and sustainable competitive advantages, and we’re excited to offer this strategy in a format that enhances accessibility and transparency.”

Ausbil’s sustainability approach applies the Fund’s Controversial Activity Exclusion Policy and integrates proprietary environmental, social and corporate governance research. Companies are assessed on both what they do and how they manage ESG factors, resulting in a sustainability profile and score. Only those determined by Ausbil to have good sustainability profiles are considered for inclusion in the Portfolio.

“We are extremely pleased to launch ASUS as an active ETF, our fifth to be listed on the ASX,” said Mark Knight, Chief Executive Officer of Ausbil. “This expands access to Ausbil’s investment capability, enabling a broader range of investors, including retail and advised clients, to invest in a sustainable strategy with a strong track record.”

Since inception (31 January 2018), the Fund has generated a net return of 9.22% pa, compared to the S&P/ASX 200 Accumulation Index return of 8.36% pa, delivering an outperformance of +0.86% pa to 31 March 2026. The Fund has been rated ‘Highly Recommended’ and ‘Recommended’ by Lonsec and Zenith, respectively. The Fund was launched in 2018 and has A$394 million of funds under management as of 31 March 2026.

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Rob brings more than ten years of experience to the role, with a career spanning retail distribution, equities research and client advisory across the Australian market. Based in Sydney, he will be responsible for servicing wholesale clients throughout New South Wales and the Australian Capital Territory, reporting to Fawaz Rashid, Head of Wholesale Sales, ex-North America at Ausbil.

“Rob is a valuable addition to our distribution team,” said Fawaz Rashid. “His experience across retail distribution and investment management, coupled with a thorough understanding of the needs of wholesale clients, positions him well to contribute meaningfully to our business. We look forward to welcoming him as we continue to cultivate long-term partnerships with investors across the region.”

Prior to joining Ausbil, Rob spent six years at Allan Gray Australia in a wholesale distribution capacity, where he developed strong relationships with wholesale clients across the market. He also held a Research Manager position at GLG (Gerson Lehrman Group), business development roles at Mainstreet Financial Group and a directorship at TDU Link. Rob additionally serves as an Officer Cadet in the Australian Army Reserve.

“I’m very pleased to be joining Ausbil, given its strong reputation for active management and long-standing relationships with clients,” said Rob Lester. “I look forward to working with the broader distribution team to support our wholesale partners across NSW and the ACT.”

Rob holds a Chartered Financial Analyst (CFA) designation from the CFA Institute and a Bachelor of Business Management, International Business from the University of Queensland.

Ausbil Investment Management was established in 1997 and manages over $21.3 billion in funds under management as at 28 February 2026.

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Kate Machin

Ausbil Investment Management Limited (Ausbil) is pleased to announce the appointment of Kate Machin as Business Development Manager – Institutional, further strengthening its institutional distribution capability.

Kate joins Ausbil with nearly two decades of experience in investment management, spanning a variety of institutional and wholesale roles in Australia and New Zealand. Based in Sydney, she will be responsible for servicing institutional clients across New South Wales, Queensland and Western Australia, reporting to Adrian Amores, Head of Global Distribution.

“We are delighted to welcome Kate to Ausbil,” said Adrian Amores, Head of Global Distribution at Ausbil. “She brings deep experience working with institutional investors and consultants across Australia and New Zealand, along with a strong understanding of the evolving needs of this client segment. Kate’s appointment further strengthens our institutional distribution capability as we continue to build long-term partnerships with investors across the region.”

Before joining Ausbil, Kate was Client Director at Stewart Investors, where she managed key relationships with clients, consultants and prospects across the institutional segment. Her previous experience also includes an institutional client service role at Lazard Asset Management and wholesale distribution roles at Investors Mutual Limited.

“I’m very pleased to be joining Ausbil, given its strong reputation for active management and long-standing relationships with clients,” said Kate Machin. “I look forward to working with Adrian and the broader distribution team to support our institutional partners across Australia.

Kate holds a Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and a Bachelor of Economics, International Finance from the University of Queensland.

Ausbil Investment Management was established in 1997 and manages over $21.3 billion in funds under management as at 28 February 2026.

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Mark knight

Ausbil Investment Management Limited (Ausbil) is pleased to announce the launch of its fourth exchange-traded fund (ETF) this year, the Candriam Sustainable Global Equity Fund – Active ETF (ASX: GSUS).

Ausbil has launched GSUS in response to investor demand for an actively managed portfolio of best-of-sector listed sustainable equities from around the world.Ausbil and Candriam are related through a shared parent company, New York Life Investment Management LLC. This relationship enables Ausbil to provide access to Candriam’s global equity strategies in an ETF structure suited to Australian investors.

“Candriam’s investment process combines company level research with top down sectoral analysis to select stocks demonstrating good Environmental, Social and Governance (ESG) characteristics, according to Candriam’s ESG framework,” said Mark Knight, Chief Executive Officer, Ausbil. “We are excited to broaden access to Candriam’s sustainable global equity strategy, responding to the growing demand from investors seeking a more convenient and efficient way to invest in our sustainable investment solutions.”

“We believe Candriam’s sustainable investment approach provides a distinct competitive advantage,” said Paul Xiradis, Executive Chairman, Chief Investment Officer and Head of Equities at Ausbil.

The Fund is certified by the Responsible Investment Association Australasia (RIAA) for integrating ESG and sustainability objectives across its portfolio and stewardship practices.

This marks Ausbil’s fourth ETF launch in 2025, following the recent launch of the Ausbil Active Dividend Income Fund – Active ETF (ASX: DIVI), the Ausbil Global SmallCap Fund – Active ETF (ASX: GSCF), and the Ausbil Global Essential Infrastructure Fund (Hedged) – Active ETF (ASX: GHIF).

Candriam stands for “Conviction AND Responsibility In Asset Management” and manages approximately EUR$156 billion in assets globally, as at 30 June 2025.

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Paul Xiradis

Ausbil Investment Management Limited (Ausbil) has been awarded the prestigious Fund Manager of the Year honour at the 2025 Zenith Fund Awards, cementing its position as one of Australia’s leading active investment managers.

The award recognises the firm’s market-leading performance, depth of investment expertise and commitment to delivering outstanding outcomes for investors.

Ausbil was also the winner in two additional categories:

• Australian Equities – Small Cap, and
• Sustainable and Responsible Investments – Growth.

Paul Xiradis, Executive Chairman, Chief Investment Officer and Head of Equities at Ausbil, said the recognition reflects the consistency of Ausbil’s investment approach over time and its strength through market cycles over the past 28 years, underpinned by an experienced team and strong investment culture.

“This award reinforces what has guided Ausbil since inception in 1997, which is a disciplined focus on quality, fundamentals and teamwork. Markets change, but our active approach remains constant. Our teams work every day to uncover investment opportunities through deep research and rigorous analysis, and this recognition is a credit to that effort,” Mr Xiradis said.

Mark Knight, Chief Executive Officer at Ausbil, added: “The award highlights Ausbil’s enduring focus on long-term outcomes. To be recognised as Fund Manager of the Year is a huge honour, and we’re proud to be recognised among Australia’s best.”

“The award reflects the quality of our people, the strength of our process and the trust placed in us by our clients,” Knight added.

The Zenith Fund Awards celebrate excellence across Australia’s investment management industry, recognising fund managers who demonstrate strength across philosophy, process, people, performance and organisational quality.

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Mark knight

Ausbil has announced the launch of its first active exchange-traded fund (Active ETF), giving investors and advisers dual access to its Active Dividend Income strategy.

The Ausbil Active Dividend Income Fund – Active ETF (ASX ticker: DIVI), launched in 2018, is now admitted for trading on the ASX. It has A$967 million of funds under management as of 31 August 2025.

DIVI, an actively managed ETF, holds between 25 and 50 listed companies which Ausbil believes support consistent dividends and franking credits for investors that grow with inflation over time. It provides regular monthly income drawn from dividends of Australian companies, whilst aiming to protect investors’ capital against inflation.

“We are excited to officially launch the Ausbil Active Dividend Income Fund as an Active ETF on the ASX,” said Mark Knight, Chief Executive Officer of Ausbil.

“This milestone marks a significant step in making our income-focused strategies more accessible to more investors. By offering an Active ETF, we’re meeting the requests of brokers, financial advisers, SMSFs and mum and dad investors for a more convenient and efficient way to generate regular monthly income from equities, with the potential for additional capital growth.”

Michael Price, Portfolio Manager of DIVI, said the Fund’s listing on the ASX offers a competitive advantage through its active approach to stock selection. “Ausbil’s active management, a rigorous top-down macro and bottom-up fundamental process, and dynamic portfolio positioning provides investors with a solution focused on delivering sustainable monthly income with the benefit of franking credits,” he said.

Since inception, (30 June 2018), DIVI has generated 9.18% pa (net of fees) in returns, delivering consistent income and capital growth versus the benchmark return of 9.38% pa, as measured by the S&P/ASX 200 Accumulation Index, ending 31 August 2025. For a full table of returns net of fees, visit www.ausbil.com. au/divi.

DIVI focuses on providing high levels of dividend income and franking credits, aiming to deliver a monthly income stream in excess of the benchmark, that is able to grow with inflation over time.

“With a handful of large banks and resource companies paying the majority of dividends each year, relying solely on these sectors can expose investors to risk if dividends are cut. DIVI’s active management approach allows us to diversify beyond the biggest payers, targeting high-quality companies with sustainable dividend growth,” says Price, “and offers the resilience to maintain income through changing market conditions. This ensures our investors are well-placed to be exposed to quality income opportunities in any market environment.”

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Arden Jennings

Ausbil Investment Management (Ausbil), a leading investment manager, is proud to announce that the Ausbil Australian SmallCap Fund (Fund) recently celebrated its 5th anniversary. This milestone also coincides with the Fund achieving the #1 top- performing Australian small-cap fund1 since its inception.

Over the past five years, the Ausbil Australian SmallCap Fund has achieved a net of fees return of 23.14% pa, compared to its benchmark, the S&P ASX Small Ordinaries Accumulation Index, of 7.73% pa, delivering 15.41% pa outperformance. The Fund’s consistency of performance is notable, maintaining at least top-3 ranking for since inception gross performance, in the Mercer Survey (Australian Small Companies (Ex 100 Universe), for 53 consecutive months over the same period.

At the helm of the Ausbil Australian SmallCap Fund are Arden Jennings and Andrew Peros, two seasoned investment professionals with a combined experience of over 30 years in the financial services industry. Their leadership and expertise have been instrumental in the Fund’s success.

“We are incredibly proud to achieve this 5-year milestone. Our performance is a direct result of the unwavering commitment of our Emerging Companies team. We remain focused on delivering superior returns for our investors and are excited about the opportunities that lie ahead for Australian small caps,” said Arden Jennings.

“Our team’s ability to navigate this market and identify undervalued and under-owned gems has been key to our success. We are grateful for the trust our investors have placed in us and are committed to continuing our track record,” said Andrew Peros.

In recognition of his contribution to the Ausbil Emerging Companies investment capability, Beyhan Irmako has been promoted to Co-Portfolio Manager, Small & Microcap. Alongside Tom Cutler, Co-Portfolio Manager, Beyhan adds further support to Ausbil’s growing Emerging Companies capabilities, comprising ASX-listed mid-cap, small cap and micro-cap companies.

As the Ausbil Australian SmallCap Fund enters its sixth year, the team is poised to build on its success. The team also manage the Ausbil MicroCap Fund, which has a 15-year track record of outperformance.

With a continued focus on its disciplined approach and a commitment to delivering outperformance, the team is well-positioned to capitalise on the evolving landscape of the small and micro-cap equity market.

The Ausbil Australian SmallCap Fund is available for investment directly with Ausbil and on Asgard, BT Panorama, CFS Edge, Dash, Hub24, MLC Expand, Macquarie Wrap, Mason Stevens, Netwealth, North, Powerwrap and Praemium.

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According to Lonsec’s report, the “Co-Portfolio Managers bring a wealth of experience and a deep understanding of the global small-cap market. Their alignment with the Fund’s objectives ensures a cohesive and focused investment strategy.”

Managed by Simon Wood and Tobias Bucks, the Ausbil Global SmallCap Fund aims to exploit the inefficiencies within the asset class by investing in quality companies with unrecognised growth potential at attractive valuations.

“We are delighted with Lonsec’s upgrade of the Ausbil Global SmallCap Fund to Recommended,” said Mark Knight, CEO at Ausbil.

“This recognition underscores Ausbil’s commitment to delivering superior returns for our investors through a disciplined and differentiated investment approach. We believe this upgrade will further strengthen our position in the market,” Knight added.

Launched in May 2018, the investment strategy uses both qualitative and quantitative analysis and tools alongside a disciplined risk management process, with the aim of producing consistent and risk- controlled outperformance. The Fund’s universe is the 23 developed markets that comprise the MSCI World Small Cap Index.

The Ausbil Global SmallCap Fund is available on Asgard, BT Panorama, CFS Edge, Hub 24, MLC Expand, Macquarie Wrap, Mason Stevens, mFund, Netwealth, North and Praemium.

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