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January 2022
Important Information:
This webinar contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
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January 24, 2022
Global equities boutique manager, Bell Asset Management today announced that its Bell Global Emerging Companies Fund’s strategy (the strategy) has been added to the Colonial First State FirstChoice Investment menu.
The strategy provides exposure to a diversified portfolio of 30-60 high quality, profitable and liquid global small and mid-cap (SMID) companies with strong franchises. It aims to deliver long term capital growth and targets a higher ESG portfolio rating than the benchmark (MSCI World SMID Cap Index). Based on Morningstar’s fund report as at 31 December 2021, the Bell Global Emerging Companies Fund is ranked No. 1 over 5 years and No.1 over 3 months in the Equity World Mid/Small Category. It has also achieved a Sustainability rating of High (based on Sustainalytics company-level analysis used in the calculation of Morningstar's Sustainability Score[1].
Bell Asset Management believes the appeal of global SMID cap companies continues in 2022 following strong performance by the asset class last year. And the inclusion to the FirstChoice Investment menu further reflects the growing demand we are seeing for this strategy from advisers, consultants and investors seeking to diversify away from mega cap global equities.
Bell Asset Management, Chief Investment Officer, Ned Bell, said: “Many of the SMID companies we are exposed to have come through the pandemic with efficiency gains and strong balance sheets, and, we believe we will continue to see an upside in SMID earnings over the next five years. We believe that our investment approach of maintaining a very high-quality bias without the commensurate valuation risk will hold us in extremely good stead for what we think will be a more volatile 2022 for global markets.”
For the year to 31 December 2021, the Bell Global Emerging Companies Fund returned 29.8% outperforming its benchmark by 5.9%, net of fees, and 15.8% pa since inception (June 2016), outperforming the benchmark by 2.2% pa, net of fees.
[1] Morningstar as at 31 October 2021.
About Bell Asset Management
Bell Asset Management is a leading Australian boutique investment manager specialising in global equities. The Melbourne based investment team have been managing global equities of behalf of clients for over 15 years since January 2003 and have a long track record of investing in global companies across all market cycles.
For media enquiries, please contact:
Beccy Cambridge
Honner
BAM@honner.com.au or 0418 681 310
Important information:
Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the responsible entity for the Bell Global Equities Bell Global Emerging Companies Fund ARSN 160 079 541 (the Fund).. This report has been prepared by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Before making any decision in relation to the Fund, you should consider your needs and objectives, consult with a licensed financial adviser and obtain a copy of the product disclosure statement, which is available by calling BAM on 1300 305 476 or visiting www.bellasset.com.au.
No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this document. To the maximum extent permitted by law, none of BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document. This document shall not constitute an offer to sell or a solicitation of an offer to purchase or advice in relation to any securities within or of units in the fund.
This document may contain forward looking statements and such statements are made based on information BAM holds as reliable; however no guarantee is given that such forward looking statements will be achieved. BAM has made every effort to ensure the accuracy and currency of the information contained in this document; however no warranty is given as to the accuracy or reliability of the information. Past performance is not necessarily indicative of expected future performance.
January 24, 2022
Global equities boutique manager, Bell Asset Management today announced that its Bell Global Emerging Companies Fund’s strategy (the strategy) has been added to the Colonial First State FirstChoice Investment menu.
The strategy provides exposure to a diversified portfolio of 30-60 high quality, profitable and liquid global small and mid-cap (SMID) companies with strong franchises. It aims to deliver long term capital growth and targets a higher ESG portfolio rating than the benchmark (MSCI World SMID Cap Index). Based on Morningstar’s fund report as at 31 December 2021, the Bell Global Emerging Companies Fund is ranked No. 1 over 5 years and No.1 over 3 months in the Equity World Mid/Small Category. It has also achieved a Sustainability rating of High (based on Sustainalytics company-level analysis used in the calculation of Morningstar's Sustainability Score[1].
Bell Asset Management believes the appeal of global SMID cap companies continues in 2022 following strong performance by the asset class last year. And the inclusion to the FirstChoice Investment menu further reflects the growing demand we are seeing for this strategy from advisers, consultants and investors seeking to diversify away from mega cap global equities.
Bell Asset Management, Chief Investment Officer, Ned Bell, said: “Many of the SMID companies we are exposed to have come through the pandemic with efficiency gains and strong balance sheets, and, we believe we will continue to see an upside in SMID earnings over the next five years. We believe that our investment approach of maintaining a very high-quality bias without the commensurate valuation risk will hold us in extremely good stead for what we think will be a more volatile 2022 for global markets.”
For the year to 31 December 2021, the Bell Global Emerging Companies Fund returned 29.8% outperforming its benchmark by 5.9%, net of fees, and 15.8% pa since inception (June 2016), outperforming the benchmark by 2.2% pa, net of fees.
[1] Morningstar as at 31 October 2021.
About Bell Asset Management
Bell Asset Management is a leading Australian boutique investment manager specialising in global equities. The Melbourne based investment team have been managing global equities of behalf of clients for over 15 years since January 2003 and have a long track record of investing in global companies across all market cycles.
For media enquiries, please contact:
Beccy Cambridge
Honner
BAM@honner.com.au or 0418 681 310
Important information:
Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the responsible entity for the Bell Global Equities Bell Global Emerging Companies Fund ARSN 160 079 541 (the Fund).. This report has been prepared by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Before making any decision in relation to the Fund, you should consider your needs and objectives, consult with a licensed financial adviser and obtain a copy of the product disclosure statement, which is available by calling BAM on 1300 305 476 or visiting www.bellasset.com.au.
No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this document. To the maximum extent permitted by law, none of BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document. This document shall not constitute an offer to sell or a solicitation of an offer to purchase or advice in relation to any securities within or of units in the fund.
This document may contain forward looking statements and such statements are made based on information BAM holds as reliable; however no guarantee is given that such forward looking statements will be achieved. BAM has made every effort to ensure the accuracy and currency of the information contained in this document; however no warranty is given as to the accuracy or reliability of the information. Past performance is not necessarily indicative of expected future performance.
