How to invest

Information on how to invest with us, including requirements, available funds, key documentation and forms, and how to access your account.

Before you invest

Required reading

Before investing, you should read and consider the following documents

  1. Product Disclosure Statement (PDS)
  2. Additional Information Booklet (where applicable)
  3. RG97 and SEN Notices (where.applicable)

Information you will need

  1. Full legal name and contact details
  2. Tax File Number (TFN) or ABN/ACN
  3. Relevant AML/CTF documentation (including certified copies of identification documents)
  4. Bank account details for distributions and redemptions

Documents

Bell Global Emerging Companies Fund (Class A) Active ETF
Dual access Managed Fund APIR: BPF0029AU
Minimum initial investment: $10,000

Also available via ASX Active EFT (ASX B1SM).
Contact your broker

Bell Australian Small Companies Fund (Class B)
APIR: PIM2729AU
Minimum initial investment: $20,000,000

Contact us for more information

How to apply

Apply via the Online Application Form

Or send the completed paper application form and supporting documentation to:

Apex Fund Services Unit Registry
GPO Box 4968
Sydney NSW 2001
registry@apexgroup.com
1300 133 451

Please ensure application monies are transferred to the bank account corresponding to the fund you are investing in, using your investor name as the payment reference. Bank account details are provided in the application form.


Bell Global Emerging Companies Fund Class A Active ETF(ASX: B1SM)

To invest in the Bell Global Emerging Companies Fund (Class A) Active ETF via the ASX, provide your stockbroker or financial adviser with the ticker code B1SM. No Bell Asset Management application form is required for ASX purchases.


Platform investors

Some of Bell Asset Management’s funds are available to investors via investment platforms. Contact your financial adviser or platform provider to invest.

Your account

Accessing your account

Once invested, you can use the investor portal to manage your holdings
Investor Portal

This information has been prepared and issued by Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 as the investment manager of the Bell Global Equities Fund ARSN 096 281 300, Bell Global Emerging Companies Fund ARSN 160 079 541, Bell High Conviction Fund ARSN 654 737 167 and Bell Australian Small Companies Fund ARSN 698 679 426 (the Funds). The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) is the responsible entity and the issuer of units in the Funds. It is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the relevant Fund’s product disclosure statement (PDS), prior to making any investment decisions. The Funds’ PDS and target market determinations (TMD) can be obtained for free by contacting 1300 133 451 or registry@apexgroup.com or by visiting www.bellasset.com.au . If you require financial advice that takes into account your personal objectives, financial situation or needs you should consult your licensed or authorised financial adviser. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

Neither BAM nor any company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. Neither BAM nor Perpetual give any representation or warranty as to the reliability or accuracy of the information contained here.

Need help?

Contact us

Our Client Services and Registry teams are available to assist with applications and other account queries.

Apex Fund Services — Unit Registry

Bell Distribution Team

Andrew Stewart
Head of Retail Distribution
+61 (0) 419 224 732astewart@bellasset.com.au
Xanthe Virtue
Head of Wholesale and Platforms
+61 (0) 413 450 163xvirtue@bellasset.com.au