Disclaimer

This is the website of Bell Asset Management Limited ABN 84 092 278 647 AFSL 231091 (“Bell Asset Management” referred to as “we”, “us” or “our”). You agree to be bound by these terms and conditions by viewing, downloading or otherwise using the website. We may vary or modify the terms and conditions without notice. Subsequent access will constitute an acceptance of the variations or modifications.

Investment Stewardship and Governance

Bell Asset Management’s Investment Stewardship and Governance statement is available here.

Terms & Conditions

Not Investment Advice: The information on the website is general information about us and our investment products. It does not take into account investment objectives, financial situation and needs relevant to any individual investor and is not to be taken as a recommendation. We recommend you consider using a financial adviser to help you assess whether an investment is appropriate in the light of your investment objectives, financial situation and needs.

No guarantee of investment performance: Neither we nor any of our Directors, employees, consultants or related companies (“associates”) makes any guarantee or representation as to the return of capital, distribution of income or performance of any of the investment products. Performance data on the website is past performance and is no guarantee of future performance.

References to specific securities throughout this website are for informational purposes only and should not be considered as recommendations for purchase or sale. Securities mentioned are not necessarily held in all client portfolios and may not be suited to all investors.

Accuracy of information including on other websites: We have endeavored to ensure the information on the website is accurate. However, we do not represent or warrant, expressly or impliedly, that the information on either our or linked websites is complete or accurate. We do not accept any responsibility to inform you of any matter that subsequently comes to our notice which may affect any of the information presented on this or linked websites. We do not endorse or recommend any product or service offered, or opinion expressed by other websites.

Disclaimer of liability: You use this site at your own risk. To the extent permissible by law, we and our associates disclaim all liability (whether arising in contract, tort, negligence or otherwise) for any error, omission, loss or damage (whether direct, indirect, consequential or otherwise) in respect of any person relying on any information on the website or in respect of any other use of the website or in respect of anyone being unable to access or otherwise use the website. We and our associates disclaim all liability on the above terms for any loss or damage which may be suffered by any person directly or indirectly through any person’s use of a website linked to our website, whether that loss or damage is caused by any fault or negligence on the part of us or our associates.

Financial Services Guide

Our Financial Services Guide is designed to assist you in deciding whether to use any of the financial products we offer and provides you with information, such as:

 

  • Who we are and how we can be contacted;
  • The type of financial products that Bell Asset Management is authorised to provide under its AFSL;
  • How Bell Asset Management and its staff are remunerated; and
  • Our internal complaints handling procedures and how you can access them.

 

The Financial Services Guide is available here.

Copyright

We own the copyright in the website. You may only use the information for your personal reference. You may make a hard copy for your personal use provided you do not remove copyright notices or our trademarks or logos. Copyright information must not otherwise be copied or modified, distributed or transmitted to any other person or incorporated in any way into another document or material except as permitted by law or with our the express permission.

Applicable Law

The laws applicable in the State of Victoria, Australia, govern these terms and conditions and you agree to the non-exclusive jurisdiction of the courts of that State.

Privacy Policy

Our Privacy Policy governs the manner in which Bell Asset Management Limited collects, uses, and maintains investor information. A copy of the Privacy Policy is available here

Proxy Voting

The Latest Monthly Proxy Voting report is available here please contact client@bellasset.com.au for previous monthly reports. 

Proxy Voting report for the 12 month period from 1 July 2019 to 30 June 2020 is available here

Stewardship

Our Stewardship Policy is available here and our annual disclosure on ESG engagement is available here.

The 2020 PRI Assessment report and Transparency report is available, please contact the Institutional client service team for a copy distribution@bellasset.com.au

For more detail on the PRI Methodology, please refer here

Whistleblower Policy

Bell Asset Management's Whistleblower Policy is available here.

Research House Disclaimer

Zenith:

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned 28 November 2018) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

Sign up to our newsletter