Sign up to our newsletter
October 2022
Important Information:
This webinar contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
I confirm that I am a professional or wholesale investor as defined by the Corporations Act 2001 and wish to proceed.
Media Release: 17 October 2022
Global equities boutique manager, Bell Asset Management’s (BAM) Bell Global Emerging Companies Fund has won the category award for International Equities – Global Small Cap at the 11th Annual Zenith Investment Partners funds management awards that were held on Friday in Sydney.
The awards recognise and encourage excellence in funds management and aim to raise the industry standard for the ultimate benefit of investors.
Commenting on the award, Ned Bell, Chief Investment Officer, said he was delighted to receive this award that recognised BAM’s strong track record in investing in global equities, its robust investment process and highly experienced investment team.
“Our quality at a reasonable price philosophy and strong investment process has allowed us to deliver investors strong and consistent returns even during periods of market volatility. Over approximately 20 years we have developed a disciplined, research-led approach to stock selection, that positions us well through the ups and downs of the market,” Mr Bell said.
Over the last five years to 30 September 2022, the Fund has returned 10.37% per annum, outperforming its benchmark MSCI World SMID Cap Index by 3.55% pa.
The Bell Global Emerging Companies Fund continues to gain strong interest from investors, as many are looking to complement a growth allocation to global equities with global small and mid-cap (SMID) stocks. We believe the current volatility presents a phenomenal buying opportunity for long-term investors in quality companies.” Mr Bell added.
Judging of the Zenith Fund Awards is based on long-term factors derived from conducting due diligence into fund managers including organisational and investment team strength, investment philosophy, security valuation and selection, portfolio construction, risk management, and fees. The research house also looks at quantitative aspects of the funds longer-term returns to investors.
---
About Bell Asset Management
Bell Asset Management is a leading Australian boutique investment manager specialising in global equities. The Melbourne-based investment team has been managing global equities on behalf of clients since January 2003 and has a long track record of investing in global companies across all market cycles.
For media enquiries, please contact:
Wijith Wijeyasiri
Honner
BAM@honner.com.au or 0449 919 127
Important information:
Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the responsible entity for the Bell Global Emerging Companies Fund (ARSN 160 079 541) (the Fund). This document has been prepared by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Before making any decision in relation to the Fund, you should consider your needs and objectives, consult with a licensed financial adviser and obtain a copy of the product disclosure statement, which is available by calling BAM on 1300 305 476 or visiting www.bellasset.com.au. BAM has issued a Target Market Determination (TMD) for the Fund discussed in this presentation and each Fund’s TMD is available at www.bellasset.com.au.
This document may contain forward looking statements and such statements are made based on information BAM holds as reliable; however no guarantee is given that such forward looking statements will be achieved. BAM has made every effort to ensure the accuracy and currency of the information contained in this document; however no warranty is given as to the accuracy or reliability of the information. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this presentation. To the maximum extent permitted by law, none of BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document or its contents. This document shall not constitute an offer to sell or a solicitation of an offer to purchase or advice in relation to any securities within or of units in any investment fund or other investment product described herein. Any such offer shall only be made pursuant to an appropriate offer document. Past performance is not necessarily indicative of expected future performance.
The Zenith Fund Awards will be issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only
Media Release: 17 October 2022
Global equities boutique manager, Bell Asset Management’s (BAM) Bell Global Emerging Companies Fund has won the category award for International Equities – Global Small Cap at the 11th Annual Zenith Investment Partners funds management awards that were held on Friday in Sydney.
The awards recognise and encourage excellence in funds management and aim to raise the industry standard for the ultimate benefit of investors.
Commenting on the award, Ned Bell, Chief Investment Officer, said he was delighted to receive this award that recognised BAM’s strong track record in investing in global equities, its robust investment process and highly experienced investment team.
“Our quality at a reasonable price philosophy and strong investment process has allowed us to deliver investors strong and consistent returns even during periods of market volatility. Over approximately 20 years we have developed a disciplined, research-led approach to stock selection, that positions us well through the ups and downs of the market,” Mr Bell said.
Over the last five years to 30 September 2022, the Fund has returned 10.37% per annum, outperforming its benchmark MSCI World SMID Cap Index by 3.55% pa.
The Bell Global Emerging Companies Fund continues to gain strong interest from investors, as many are looking to complement a growth allocation to global equities with global small and mid-cap (SMID) stocks. We believe the current volatility presents a phenomenal buying opportunity for long-term investors in quality companies.” Mr Bell added.
Judging of the Zenith Fund Awards is based on long-term factors derived from conducting due diligence into fund managers including organisational and investment team strength, investment philosophy, security valuation and selection, portfolio construction, risk management, and fees. The research house also looks at quantitative aspects of the funds longer-term returns to investors.
---
About Bell Asset Management
Bell Asset Management is a leading Australian boutique investment manager specialising in global equities. The Melbourne-based investment team has been managing global equities on behalf of clients since January 2003 and has a long track record of investing in global companies across all market cycles.
For media enquiries, please contact:
Wijith Wijeyasiri
Honner
BAM@honner.com.au or 0449 919 127
Important information:
Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the responsible entity for the Bell Global Emerging Companies Fund (ARSN 160 079 541) (the Fund). This document has been prepared by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Before making any decision in relation to the Fund, you should consider your needs and objectives, consult with a licensed financial adviser and obtain a copy of the product disclosure statement, which is available by calling BAM on 1300 305 476 or visiting www.bellasset.com.au. BAM has issued a Target Market Determination (TMD) for the Fund discussed in this presentation and each Fund’s TMD is available at www.bellasset.com.au.
This document may contain forward looking statements and such statements are made based on information BAM holds as reliable; however no guarantee is given that such forward looking statements will be achieved. BAM has made every effort to ensure the accuracy and currency of the information contained in this document; however no warranty is given as to the accuracy or reliability of the information. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this presentation. To the maximum extent permitted by law, none of BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document or its contents. This document shall not constitute an offer to sell or a solicitation of an offer to purchase or advice in relation to any securities within or of units in any investment fund or other investment product described herein. Any such offer shall only be made pursuant to an appropriate offer document. Past performance is not necessarily indicative of expected future performance.
The Zenith Fund Awards will be issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only
