Institutional Investors
Global Equities
Bell Asset Management is a specialist multi-investment team manager offering Global Equities to Institutional and Wholesale investors worldwide.
The Core strategy invests in a global portfolio of equity securities listed on recognised international stock exchanges. Our Core strategy is best described by the following characteristics:
This strategy is available to institutional investors via separate account mandates.
- Active approach
- Quality at a Reasonable Price (QARP) bias
- Fundamental / Bottom-up
- Long term / Low turnover
- Stock holdings between 90 to 110 securities
- High level of risk awareness
- Portfolio characteristics: Very high quality with minimal premium paid for the portfolio
Performance
Inception date: 1 January 2003
Benchmark: MSCI World in AUD
Inception date: 1 January 2003
Benchmark: MSCI World in USD
These figures represent the weighted average returns of all accounts managed by BAM under the Core strategy in the respective periods. They do not take into account fees or expenses. All returns represent actual past performance only. Past performance is not a reliable indicator of future performance. For a description of the methodology used to calculate returns, please contact us. USD performance is converted from AUD.
Learn MoreThe Core strategy invests in a global portfolio of equity securities listed on recognised international stock exchanges. Our Core strategy is best described by the following characteristics:
This strategy is available to institutional investors via separate account mandate and is not a fund which can be accessed by investors.
- Active approach
- Fundamental / Bottom-up
- Quality at a Reasonable Price (QARP) bias
- Long term / Low turnover
- Stock holdings between 90 to 110 securities
- High level of risk awareness
- Portfolio characteristics: Very high quality with minimal premium paid for the portfolio
Performance
Inception date: 1 January 2003
Benchmark: MSCI World in AUD
Inception date: 1 January 2003
Benchmark: MSCI World in USD
Gross performance does not reflect the application of advisory fees and (for pooled funds we operate) expenses and reflects the reinvestment of dividends and other earnings. Net returns are calculated by deducting from the gross performance a model fee that is greater than the actual fees and expenses charged across all accounts invested in the strategy. Bell Asset Management manages money in the strategy across the spectrum of advisory customers, ranging from retail investors through to large institutional clients. The highest rate charged to any account managed under this strategy applies to the Bell Global Equities Fund, an Australian managed investment scheme open to non-institutional investors. Actual investment advisory fees incurred by clients may vary depending on, amongst other things, the applicable fee schedule and portfolio size. Past performance is not necessarily indicative of future performance.
Separate Institutional Mandate
US Investors Only – New Hampshire Trust
The Global SMID strategy invests invest in a portfolio of small and mid capitalised (SMID) stocks listed on global stock exchanges. The size of a company can be defined by its capitalisation – effectively the market value of all of its shares. We believe that global SMID companies may show greater prospects for growth in earnings, and thus share price, than larger companies.
Our Global SMID strategy is best described by the following characteristics:
- Active approach
- Fundamental / Bottom-up
- Quality at a Reasonable Price (QARP) bias
- Long term
- Stock holdings between 35 to 55 securities
- High level of risk awareness
- Portfolio characteristics: Very high quality with minimal premium paid for the portfolio
Performance
Inception date: 27 June 2016
Benchmark: MSCI World SMID Cap Index in AUD
Inception date: 27 June 2016
Benchmark: MSCI World SMID Cap Index in USD
These figures represent the gross returns of the account managed by BAM under the Global Emerging Companies strategy in the respective periods. They do not take into account fees or expenses. All returns represent actual past performance only. Past performance is not a reliable indicator of future performance. For a description of the methodology used to calculate returns, please contact us. USD performance is converted from AUD.
Learn MoreThe Global Emerging Companies strategy invests invest in a portfolio of small and mid capitalised (SMID) stocks listed on global stock exchanges. The size of a company can be defined by its capitalisation – effectively the market value of all of its shares. We believe that global SMID companies may show greater prospects for growth in earnings, and thus share price, than larger companies.
Our Global Emerging Companies strategy is best described by the following characteristics:
- Active approach
- Fundamental / Bottom-up
- Quality at a Reasonable Price (QARP) bias
- Long term
- Stock holdings between 35 to 55 securities
- High level of risk awareness
- Portfolio characteristics: Very high quality with minimal premium paid for the portfolio
Performance
Inception date: 27 June 2016
Benchmark: MSCI World SMID Cap Index in AUD
Inception date: 27 June 2016
Benchmark: MSCI World SMID Cap Index in AUD
Gross performance does not reflect the application of advisory fees and (for pooled funds we operate) expenses and reflects the reinvestment of dividends and other earnings. Net returns are calculated by deducting from the gross performance a fee that is equal to the highest actual fees and expenses charged across the strategy, being the singular account of the Bell Global Emerging Companies Fund, an Australian managed investment scheme open to investors. Actual investment advisory fees incurred by clients may vary depending on, amongst other things, the applicable fee schedule and portfolio size. Past performance is not necessarily indicative of future performance.
Learn MoreThe Global High Conviction strategy is a concentrated portfolio consisting of the companies held in the Core portfolio. Our Global High Conviction strategy is best described by the following characteristics:
- Active approach
- Fundamental / Bottom-up
- Quality at a Reasonable Price (QARP) bias
- Stock holdings between 20 to 40 securities
- High level of risk awareness
- Portfolio characteristics: Very high quality with compounded growth attractively priced
Performance
Strategy inception date is 1 July 2025. Please contact us for performance information.
Inception date: 1 July 2025
Benchmark: MSCI World in AUD
Gross performance does not reflect the application of advisory fees and (for pooled funds we operate) expenses and reflects the reinvestment of dividends and other earnings. Net returns are calculated by deducting from the gross performance a fee that is equal to the highest actual fees and expenses charged across the strategy, being the singular account of the Bell Global High Conviction Fund, an Australian managed investment scheme open to investors. Actual investment advisory fees incurred by clients may vary depending on, amongst other things, the applicable fee schedule and portfolio size. Past performance is not necessarily indicative of future performance.
The Strategy inception date is 1 July 2025. Contact us for information about performance.
Inception date: 1 July 2025
Benchmark: MSCI World in USD
These figures represent the gross returns returns of an account managed by BAM under the Select strategy in the respective periods. The returns do not take into account fees or expenses. All returns represent actual past performance only. Past performance is not a reliable indicator of future performance. For a description of the methodology used to calculate returns, please contact us. USD performance is converted from AUD performance.
Separate Institutional Mandate
The Global High Conviction strategy is a concentrated portfolio consisting of the companies held in the Core portfolio. Our Global High Conviction strategy is best described by the following characteristics:
- Active approach
- Fundamental / Bottom-up
- Quality at a Reasonable Price (QARP) bias
- Stock holdings between 20 to 40 securities
- High level of risk awareness
- Portfolio characteristics: Very high quality with minimal premium paid for the portfolio
Performance
This strategy is availably to institutional investors and is not a fund that is accessible by retail or wholesale investors.
Strategy inception date is 1 July 2025. Please contact us for performance information.
Inception date: 1 July 2025
Benchmark: MSCI World in AUD
Inception date: 1 July 2025
Benchmark: MSCI World in USD
Gross performance does not reflect the application of advisory fees and (for pooled funds we operate) expenses and reflects the reinvestment of dividends and other earnings. Net returns are calculated by deducting from the gross performance a model fee that is greater than the actual fees and expenses charged across all accounts invested in the strategy. The highest rate charged to any account managed under this strategy applies to a singular account with an institutional investor Past performance is not necessarily indicative of future performance.
Separate Institutional Mandate
Australian Small Companies Strategy
Our Australian Small Companies strategy is available to institutional and wholesale investors via separate account mandate and a managed investment scheme due to launch soon.
The Australian Small Companies strategy invests in a portfolio of equity securities primarily listed on the ASX and outside the S&P/ASX 100 Index.
Our strategy is best described by the following characteristics:
- Active approach
- Quality with a Valuation Overlay
- Fundamental / Bottom-up
- Medium turnover (50–100%)
- Stock holdings between 30 – 70 securities
- High level of risk awareness — disciplined and systematic
- Portfolio characteristics: High quality companies, bought at reasonable prices, with above-average growth prospects
Separate Institutional Mandate
The Australian Small Companies strategy invests in a portfolio of equity securities primarily listed on the ASX and outside the S&P/ASX 100 Index.
Our strategy is best described by the following characteristics:
- Active approach
- Quality with a Valuation Overlay
- Fundamental / Bottom-up
- Medium turnover (50–100%)
- Stock holdings between 30 – 70 securities
- High level of risk awareness — disciplined and systematic
- Portfolio characteristics: High quality companies, bought at reasonable prices, with above-average growth prospects
Separate Institutional Mandate
