Before investing, you should read and consider the following 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 Global Emerging Companies Fund (Class B)
APIR: BPF5718AU
Minimum initial investment: $25,000,000
Contact us for more information
Bell Global Equities Fund (Platform Class)
APIR: BPF0016A
Minimum initial investment: $50,000
Bell Global Equities Fund (Wholesale Class)
APIR: BPF0014AU
Minimum initial investment: $50,000
Bell Global High Conviction Fund (Unhedged)
APIR: BPF6914AU
Minimum investment: $25,000
Bell Australian Small Companies Fund (Class A)
APIR: PIM8252AU
Minimum initial investment: $20,000
Bell Australian Small Companies Fund (Class B)
APIR: PIM2729AU
Minimum initial investment: $20,000,000
Contact us for more information
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.
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.
Some of Bell Asset Management’s funds are available to investors via investment platforms. Contact your financial adviser or platform provider to invest.
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.
Our Client Services and Registry teams are available to assist with applications and other account queries.
Bell Distribution Team