Bell Asset Management manages global equity strategies for institutional and wholesale investors worldwide.

Our strategies include the following:

Our investment strategies can be accessed through a range of local and overseas domiciled collective investment vehicles including CITs, UCITS, SMAs and Australian managed investment schemes. Learn more about our institutional strategies. Our Australian domiciled funds are summarised below.

All funds are actively managed, high-quality global equity portfolios employing a long-only, unconstrained, fundamental, bottom-up stock-picking approach. We select companies with strong franchises, excellent management and balance sheets, and superior and consistent profitability. ESG considerations are integrated throughout the investment process.

Bell Global Equities Fund

Summary

A diversified portfolio of 90-110 high quality global stocks.

Ratings for Platform Class

Recommended by Zenith.*

APIR

Wholesale – BPF0014AU
Platform – BPF0016AU

Portfolio Managers

Ned Bell, Joel Connell, Andrew Gowen

Bell Global Emerging Companies Fund

Summary

A portfolio of 30-60 high quality global small and mid-cap companies (SMID caps).

Ratings for Class A

Recommended by Zenith.*

APIR

Class A – BPF0029AU

Portfolio Managers

Ned Bell, Joel Connell, Matt Saddington

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Bell Global High Conviction Fund

Summary

A concentrated portfolio of 20-40 high quality global stocks featuring our best ideas, available in both hedged and unhedged classes.

Ratings

Recommended by Zenith.*

APIR

Hedged – BPF3311AU
Unhedged – BPF6914AU

Portfolio Managers

Andrew Gowen, Ned Bell, Joel Connell

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* Please refer to the important information about Research Rating.