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.
A diversified portfolio of 90-110 high quality global stocks.
Recommended by Zenith.*
Wholesale – BPF0014AU
Platform – BPF0016AU
Ned Bell, Joel Connell, Andrew Gowen
A portfolio of 30-60 high quality global small and mid-cap companies (SMID caps).
Recommended by Zenith.*
Class A – BPF0029AU
Ned Bell, Joel Connell, Matt Saddington
* Please refer to the important information about Research Rating.