Sign up to our newsletter
December 2017
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.
Global equities investor Bell Asset Management has seen its funds under management reach $1.5 billion, doubling over the past 18 months.
The growth largely came from the US and Australia following an investment in distribution and “a number of key changes in order to open up access to our suite of global equityfunds”, according to BAM managing director, strategy and distribution Rob Sullivan.
“What has resonated with investors is our unique investment proposition, which includes our bias to small- and mid-cap companies which offer stronger growth opportunities particularly where we are in the cycle at present,” he said.
Over the past 12 months, BAM’s flagship Bell Global Equity Fund was added to several approved product lists (APLs), such as Hub24, OneVue, Netwealth and Macquarie Wrap.
Furthermore, the flagship fund, as well as the Bell Global Emerging Companies Fund, was made available through the ASX’s mFund settlement service.
BAM has also made its global equities strategies available to retail investors, where it was previously only accessible to institutional investors.
“There is a growing demand from Australian retail investors, including those with self-managed super funds, for access to high quality international funds,” Mr Sullivan said.
“Bell Asset Management’s long track record of investing in global markets can assist to meet this requirement.”
Global equities investor Bell Asset Management has seen its funds under management reach $1.5 billion, doubling over the past 18 months.
The growth largely came from the US and Australia following an investment in distribution and “a number of key changes in order to open up access to our suite of global equityfunds”, according to BAM managing director, strategy and distribution Rob Sullivan.
“What has resonated with investors is our unique investment proposition, which includes our bias to small- and mid-cap companies which offer stronger growth opportunities particularly where we are in the cycle at present,” he said.
Over the past 12 months, BAM’s flagship Bell Global Equity Fund was added to several approved product lists (APLs), such as Hub24, OneVue, Netwealth and Macquarie Wrap.
Furthermore, the flagship fund, as well as the Bell Global Emerging Companies Fund, was made available through the ASX’s mFund settlement service.
BAM has also made its global equities strategies available to retail investors, where it was previously only accessible to institutional investors.
“There is a growing demand from Australian retail investors, including those with self-managed super funds, for access to high quality international funds,” Mr Sullivan said.
“Bell Asset Management’s long track record of investing in global markets can assist to meet this requirement.”
