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 Equity (all caps strategy)
- Global SMID (small and mid-cap companies), and
- Global High Conviction (the best ideas from our investment universe)
- Australian Small Companies (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.
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.
APIR
BPF6914AU
RATINGS
Recommended by Zenith**
AVAILABLE VIA
Managed fund
Portfolio Managers
Andrew Gowen, Ned Bell, Joel Connell
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Bell Australian Small Companies (Class A)
Summary
A specialist, actively managed portfolio of high-quality Australian small-cap companies.
APIR
Class A***
Available via
Managed Fund
Portfolio Managers
Tim Johnston, James Nguyen, Scott Hudson
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* The Bell Global Emerging Companies Fund (Class B) is available for investments of $25m and above. Read the Product Disclosure Statement and Target Market Determination or contact us for more information
** Please refer to the important information about Research Rating.
*** The Bell Australian Small Companies Fund (Class B) is available for investments of $20m and above. Read the Product Disclosure Statement and Target Market Determination or contact us for more information.
