Sign up to our newsletter
January 2013
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.
The Bell Global Equity Fund has been awarded a ‘Recommended’ rating by Lonsec in its initial review. The fund is managed by Bell Asset Management’s co-Portfolio Managers Ned Bell and Adrian Martuccio.
The ‘Recommended’ rating indicates Lonsec’s conviction that the Fund can achieve its objective, if applicable, outperform peers over an appropriate investment time frame.
As described in the Lonsec report “The rating is underpinned by the strength of the co-portfolio managers Ned Bell and Adrian Martuccio, and the stability of the investment team” and further supported by “the Manager’s investment approach, which Lonsec believes to be one of the more methodical and disciplined within the global equities peer group”.
Ned Bell, Bell Asset Management’s CEO and Portfolio Manager, said, “that we are very pleased with the initial Lonsec rating, especially their affirmation of Bell Asset Management’s disciplined investment approach and solid performance across most markets”.
Lonsec’s review also highlighted that the Bell Global Equity Fund “has offered good downside protection for investors. That said, outperformance across all markets has also been high, which is consistent with BAM’s ‘core’ style of investing”.
The Lonsec rating (assigned January 2013) presented in this document is published by Lonsec (who is Lonsec Limited ABN 56 061 751 102 AFSL No. 246842 and Lonsec Research Pty Ltd ABN 11 151 658 561, Corporate Authorised Representative of Lonsec Limited). The rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsecs ratings methodology, please refer to our website at: https://www.lonsec.com.au/aspx/Public/Documents/Ratings%20Definitions.pdf
About Bell Asset Management Limited
Bell Asset Management Limited is an independently owned investment management company offering a range of different investment products to retail, wholesale and institutional investors.
The core focus of our investment capabilities is on the management of global and domestic equity portfolios. Our Melbourne based investment team has been managing portfolios since 2003. Over that time period we have consistently outperformed our benchmark and the majority of our peers.
In addition to our Investment Management business we are also the Responsible Entity for the Australian domiciled unit trusts managed by US based Bridgewater Associates, LP, and Global Mining Investments
The Bell Global Equity Fund has been awarded a ‘Recommended’ rating by Lonsec in its initial review. The fund is managed by Bell Asset Management’s co-Portfolio Managers Ned Bell and Adrian Martuccio.
The ‘Recommended’ rating indicates Lonsec’s conviction that the Fund can achieve its objective, if applicable, outperform peers over an appropriate investment time frame.
As described in the Lonsec report “The rating is underpinned by the strength of the co-portfolio managers Ned Bell and Adrian Martuccio, and the stability of the investment team” and further supported by “the Manager’s investment approach, which Lonsec believes to be one of the more methodical and disciplined within the global equities peer group”.
Ned Bell, Bell Asset Management’s CEO and Portfolio Manager, said, “that we are very pleased with the initial Lonsec rating, especially their affirmation of Bell Asset Management’s disciplined investment approach and solid performance across most markets”.
Lonsec’s review also highlighted that the Bell Global Equity Fund “has offered good downside protection for investors. That said, outperformance across all markets has also been high, which is consistent with BAM’s ‘core’ style of investing”.
The Lonsec rating (assigned January 2013) presented in this document is published by Lonsec (who is Lonsec Limited ABN 56 061 751 102 AFSL No. 246842 and Lonsec Research Pty Ltd ABN 11 151 658 561, Corporate Authorised Representative of Lonsec Limited). The rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsecs ratings methodology, please refer to our website at: https://www.lonsec.com.au/aspx/Public/Documents/Ratings%20Definitions.pdf
About Bell Asset Management Limited
Bell Asset Management Limited is an independently owned investment management company offering a range of different investment products to retail, wholesale and institutional investors.
The core focus of our investment capabilities is on the management of global and domestic equity portfolios. Our Melbourne based investment team has been managing portfolios since 2003. Over that time period we have consistently outperformed our benchmark and the majority of our peers.
In addition to our Investment Management business we are also the Responsible Entity for the Australian domiciled unit trusts managed by US based Bridgewater Associates, LP, and Global Mining Investments
