How to Invest
The Bell Global Emerging Companies Fund (Class A) Active ETF is a dual access fund, meaning you can invest via the listed Active ETF or via the unlisted Managed Fund to access the same portfolio.
Listed Active ETF
(ASX ticker: B1SM)
Invest via an Active Exchange Traded Fund (ETF)
Benefits include intraday liquidity, transparent pricing and accessibility, and potentially greater tax efficiency due to the ETF creation/ redemption structure.
Learn more about ETFs.
Unlisted Managed Fund
(APIR: BPF0029AU)
Invest via a managed fund (PDS or wrap platforms)
Benefits include a NAV-based entry/exit pricing (rather than market trading), and can be well-suited to regular investing and longer-term allocations.
The right choice will be dependent on your objectives, financial situation and needs. Please consult your financial adviser before making any investment decisions.
Before investing, you should read the Fund’s PDS and TMD and consider whether the Fund is appropriate for your investment objectives and personal circumstances. We recommend you consult your financial adviser before making any investment decisions.
Fund Documents
The PDS should be accessed and read prior to any investment in the Fund. Each applicant must complete the application and relevant identification forms, and supply requested supporting documents for verification purposes.
There is also a Class B unit available for wholesale investors; the underlying strategy and portfolio are identical across both classes. View the Class B TMD or contact us for further information (client@bellasset.com.au).
Investing via the Active ETF (listed)
Active ETFs are listed on the ASX and can be bought and sold through an online trading platform, stockbroker or financial adviser. The ASX ticker for the Bell Global Emerging Companies Fund (Class A) Active ETF is B1SM.
Investing via the managed fund (unlisted)
Unlisted managed funds can be invested via the Product Disclosure Statement or specific wrap platforms (refer to the current list below).
Platform Availability for Unlisted Managed Fund
North
Grow Wrap
BT Panorama
CFS First Choice
CFS Edge
HUB24
Expand
IOOF Pursuit
IOOF
Macquarie Wrap
Mason Stevens
MLC
Netwealth
Praemium
Powerwrap
uXchange
Investor Forms for Unlisted Managed Fund
If you have any questions about the forms, or would like a printed copy sent to you, please contact our registry on 1300 133 451 or by email registry@apexgroup.com.
Contact
Bell Distribution Team
