Our Funds
Bell Asset Management is a specialist multi-investment team manager offering strategies in Global and Australian Equities for institutional and wholesale investors.
Our strategies include:
- Global Core (all caps strategy)
- Global High Conviction (the best ideas from our investment universe)
- Global SMID (small and mid-cap companies), and
- Australian equities (small cap companies).
Our investment strategies can be accessed through a range of local and overseas domiciled collective investment vehicles including CITs, UCITS, SMAs, ETFs and Australian managed investment schemes.. Learn more about our institutional strategies here. Our Australian domiciled funds are summarised below.
Bell Global Equities Fund
Summary
A diversified portfolio of 90-110 high quality global stocks.
APIR
Wholesale – BPF0014AU
Platform – BPF0016AU
Ratings for Platform Class
Recommended by Zenith.*
AVAILABLE VIA
Managed fund
Portfolio Managers
Ned Bell, Joel Connell, Andrew Gowen
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Bell Global Emerging Companies Fund (Class A) Active ETF
Summary
A portfolio of 30-60 high quality global small and mid-cap companies (SMID caps).
APIR
Class A – BPF0029AU
ASX Ticker
B1SM
Ratings for Unlisted Managed Fund
Recommended by Zenith.*
AVAILABLE VIA
Exchange Traded Fund (ETF) and Managed fund
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.
APIR
Hedged – BPF3311AU
Unhedged – BPF6914AU
RATINGS FOR HEDGED & UNHEDGED
Recommended by Zenith*
AVAILABLE VIA
Managed fund
Portfolio Managers
Andrew Gowen, Ned Bell, Joel Connell
Bell Australian Small Companies Strategy
Summary
A specialist, actively managed portfolio of high-quality Australian small-cap companies.
Portfolio Managers
Tim Johnston, James Nguyen, Scott Hudson
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* Please refer to the important information about Research Rating.
