Ausbil Investment Management

What Ausbil Investment Management does

Ausbil Investment Management Limited is an Australian-based active investment manager founded in April 1997 and headquartered at Level 27, 225 George Street, Sydney. The firm manages Australian equities, global equities and multi-asset strategies through five investment capabilities, with $20.28 billion in funds under management as at 31 December 2025. Its client base spans superannuation funds, institutional investors, master trust clients and retail investors, distributed via direct wholesale applications, financial adviser platforms and ASX-listed active ETFs.

The underlying investment process combines top-down macroeconomic research with bottom-up fundamental stock analysis, anchored in the view that earnings and earnings revisions are the key drivers of share prices. The product shelf includes Australian active equity strategies (Australian Active Equity, Australian Emerging Leaders, Australian Concentrated Equity, Active Sustainable Equity, Australian SmallCap, MicroCap, 130/30 Focus, and Australian Geared), global strategies (Global Small Cap, Global Essential Infrastructure, Long Short Focus, Global Resources, Candriam Sustainable Global Equity), a multi-asset Balanced Fund, and the Ausbil Active Dividend Income Fund (ASX: DIVI). Ausbil also acts as subadvisor to NYLIM-managed products including the NYLI International Small-Mid Cap Equity ETF (NISM) launched in 2026.

Revenue is generated through recurring management fees on funds under management, with a $20,000 minimum for wholesale funds and additional fee-bearing flow from platform distribution and ETF wrappers. The company is privately held, majority-owned by New York Life Investment Management (a wholly-owned subsidiary of New York Life Insurance Company) alongside employees, and operates as a specialist boutique within NYLIM's global network of affiliated managers. It is regulated under Australian Financial Services Licence 229722, compliant with the Corporations Act 2001 and Privacy Act 1988, and is a signatory to the UN Principles for Responsible Investment.

Name

Ausbil Investment Management

Legal name

Ausbil Investment Management Limited

Website

https://ausbil.com.au

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

51–100 employees

Short description

Ausbil Investment Management is a Sydney-based active equity manager managing $20.28 billion across Australian equities, global equities and multi-asset strategies for superannuation funds, institutional, master trust and retail clients, and is majority-owned by New York Life Investment Management and its employees.

Ownership category

akta.pro rank

Product category

Active Equity Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industries

Small-Cap Equity (Active) (FSAAAIAC), International/Ex-U.S. Developed Equity (Active) (FSAAAIAE)

Keywords

• Active equity management
• Australian equities funds
• Global equities funds
• Multi-asset portfolios
• Exchange traded funds

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Management Fees: Manages Australian and global equities for superannuation funds, institutional investors, master trust and retail clients, generating revenue through management fees on funds under management

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Ausbil Investment Management is a boutique active equity manager that manages Australian equities, global equities, multi-asset portfolios, and ASX-listed actively managed ETFs for superannuation funds, institutional investors, master trust clients, and retail investors. The firm invests approximately $20.28 billion in funds under management using a top-down macroeconomic and bottom-up fundamental research approach, and also acts as subadvisor for NYLIM products such as the NYLI International Small-Mid Cap Equity ETF.

Product overview

Ausbil Investment Management Limited is a leading Australian-based investment manager established in April 1997, offering a comprehensive suite of actively managed equity and multi-asset products. The core offerings include Australian Equities funds (featuring Australian Active Equity Fund, Australian Emerging Leaders Fund, Australian Concentrated Equity Fund, Active Sustainable Equity Fund, Australian SmallCap Fund, MicroCap Fund, 130/30 Focus Fund, and Australian Geared Equity Fund), Global Equities funds (including Global Small Cap Fund, Global Essential Infrastructure Fund, Long Short Focus Fund, Global Resources Fund, and Candriam Sustainable Global Equity Fund), Multi-Asset products (Balanced Fund), and Exchange Traded Funds. The firm also serves as subadvisor for the NYLI International Small-Mid Cap Equity ETF (NISM). The investment philosophy combines top-down macroeconomic research with bottom-up stock analysis, based on the premise that stock prices ultimately follow earnings and earnings revisions.

Differentiator

Problem solved

Functional benefit

Products and services

• Australian Equities Product Suite Actively managed Australian equity funds focused on earnings-driven stock selection across Australian listed companies, offered to institutional and wholesale/retail investors via direct, platform, and ETF channels.
• Global Equities Product Suite Actively managed global equity funds providing international equity exposure through specialist strategies including small cap, infrastructure, resources, long-short, and sustainable global equities.
• Multi-Asset Portfolio (Ausbil Balanced Fund) Diversified multi-asset portfolio, currently centred on the Ausbil Balanced Fund, providing balanced exposure across equities and other asset classes for institutional and retail investors.
• Ausbil Active Dividend Income Fund – Active ETF (ASX: DIVI) Actively managed ETF listed on the Australian Stock Exchange targeting dividend income through an actively managed portfolio of Australian equities; available to investors via brokers on the ASX.
• NYLI International Small-Mid Cap Equity ETF (NISM) — Subadvisory Mandate Actively managed ETF of non-U.S. small- and mid-cap equities managed by New York Life Investment Management with Ausbil as subadvisor, targeting long-term capital growth via a research-driven, macroeconomic, and sector analysis approach.

Quantifiable outcome

• Fund Manager of the Year awarded at 2025 Zenith Fund Awards with category wins in Sustainable & Responsible Investments - Growth and Australian Equities - Small Cap

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered minor.

• MacKay ShieldsminorOthersAffiliated boutique investment manager under the New York Life Investment Management network.
• CandriamminorOthersAffiliated boutique investment manager under the New York Life Investment Management network.
• Apogem CapitalminorOthersAffiliated boutique investment manager under the New York Life Investment Management network.
• Tristan Capital PartnersminorOthersAffiliated boutique investment manager under the New York Life Investment Management network.
• KartesiaminorOthersAffiliated boutique investment manager under the New York Life Investment Management network.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Antipodes Partners: Sydney-based boutique active global equities manager. Comparable as a smaller-scale boutique in the same Australian active global equities niche with overlapping institutional clients.

Direct peers

• Magellan Asset Management: Sydney-based boutique active global and Australian equities manager with institutional and retail distribution, including ASX-listed ETFs. Highly comparable in mandate mix, boutique culture and AUM-driven fee model.
• Platinum Asset Management: Australian active global equities manager with institutional and retail channels. Comparable as a boutique active equity manager serving similar investor segments with performance-fee-exposed mandates.
• Wilson Asset Management (WAM Capital, WAM Leaders): Sydney-based boutique active Australian equities manager with a strong small-cap tilt and listed investment company structures. Comparable specialist small-cap expertise and boutique active mandate.
• Bennelong Funds Management: Boutique Australian active equities manager offering Australian and global equity strategies to institutional and retail investors. Closely comparable boutique structure and active-equity focus.
• Investors Mutual: Boutique Australian active equities manager focused on Australian shares with institutional and retail distribution. Comparable specialist active-Australian-equity boutique mandate.
• Plato Investment Management: Australian boutique active equities manager with institutional focus and quantitative/fundamental capabilities. Comparable boutique active-equity structure and institutional channel mix.

Broad incumbents

• Perpetual Limited: Larger Australian incumbent offering Australian equities, fixed income and multi-asset across institutional and retail. Comparable active-equity product overlap with Ausbil, though at much greater scale and breadth.
• Lazard Asset Management: Global incumbent active asset manager with established Australian equities and global equities capabilities. Comparable broad active-equity product overlap, though at much larger global scale.

Others

• MacKay Shields (NYLIM affiliate): US-based affiliated active investment manager within the New York Life Investment Management network. Comparable as a fellow NYLIM boutique, useful context for Ausbil's role as a subadvisor inside the parent group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ausbil-investment-management

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ausbil Investment Management