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Media Release

Publication

Investor Daily

Author

Killian Plastow

Date

September 1, 2016

Research Coverage

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Bell AM wins $300m mandate

September 2016

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Global equities manager Bell Asset Management has been awarded a $300 million investment mandate from industry super fund NGS Super.

NGS Super chief executive Anthony Rodwell-Ball said the decision was made based on Bell AM’s performance history.

“Bell Asset Management’s investment approach, proven track record over 13 years and ability to deliver consistent levels of alpha over differing market cycles was a stand-out factor during a recent review of our global equities portfolio,” he said.

Mr Rodwell-Ball added that NGS found it “particularly pleasing” to work with an Australian asset manager with a “history of minimisation of drawdowns” when the market became bearish.

Since 2003, Bell AM has outperformed the MSCI World index by 2.6 per cent per annum, with that figure rising to 3.6 per cent for the 12 months to 30 June 2016.

Bell AM managing director Rob Sullivan said the business was excited to grow its partnership with NGS.

“We look forward to building a strong and long partnership with NGS Super and delivering the best results we possibly can to its members,” he said.

Global equities manager Bell Asset Management has been awarded a $300 million investment mandate from industry super fund NGS Super.

NGS Super chief executive Anthony Rodwell-Ball said the decision was made based on Bell AM’s performance history.

“Bell Asset Management’s investment approach, proven track record over 13 years and ability to deliver consistent levels of alpha over differing market cycles was a stand-out factor during a recent review of our global equities portfolio,” he said.

Mr Rodwell-Ball added that NGS found it “particularly pleasing” to work with an Australian asset manager with a “history of minimisation of drawdowns” when the market became bearish.

Since 2003, Bell AM has outperformed the MSCI World index by 2.6 per cent per annum, with that figure rising to 3.6 per cent for the 12 months to 30 June 2016.

Bell AM managing director Rob Sullivan said the business was excited to grow its partnership with NGS.

“We look forward to building a strong and long partnership with NGS Super and delivering the best results we possibly can to its members,” he said.