Bell Global Equities Fund - Platform
About this Fund
|FUND MANAGER||Bell Asset Management|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund invests in a globally diversified portfolio of listed shares.|
|INVESTMENT PROFILE||The Fund seeks to outperform its Benchmark over rolling 3-year periods.|
|BENCHMARK||MSCI World Ex-Australia net dividends reinvested in AUD|
|FUND SIZE||MSCI World Ex-Australia net dividends reinvested in AUD|
|NO. OF HOLDINGS||90-110|
|FEES||0.76% p.a. of the NAV of the Fund referable to Platform Class Units, inclusive of GST (net of estimated input tax credits or reduced input tax credits)|
Benefits of investing in the Bell Global Equities Fund - Platform
The Fund is intended to be suitable for investors who wish to gain exposure to global equities, who have a low requirement for income to be provided by this investment and who have a moderate to high appetite for investment risk.
About the Fund
The Bell Global Equities Fund invests in a globally diversified portfolio of listed shares.
The fund employs a long only investment strategy with a fundamental bottom up approach to stock picking.
Investment philosophy and style
We believe that we are able to generate returns in excess of the MSCI World Ex Australia Index net of dividends reinvested and in Australian Dollars (Benchmark') over the long term by extracting a higher quality portfolio from our Benchmark without paying a premium. Our underlying confidence in our process allows us to focus on avoiding potential mistakes and low quality companies first and foremost.
Our investment style does not fit into the standard growth' or value' categories. While we only invest in companies that meet our quality' criteria we also adopt a conservative approach to valuations. Generally speaking, our portfolio valuations are similar to the Benchmark. However the qualitative characteristics of our portfolio are targeted to be far superior to those of the Benchmark.
Our portfolio does not follow Benchmark weightings. We invest in companies based on their investment merit determined by their future prospects, quality and valuation. We use this approach because we believe that all potential investments need to be analysed in the context of multiple investment attributes.
By not limiting our investment universe by growth or value characteristics in isolation, we believe that in comparison to other investment approaches, we are better positioned to deliver positive relative returns that display greater consistency across investment cycles. We feel this belief is justified based on our performance track record that has demonstrated solid generation of returns as a fund manager from 2003 to date.
How we invest your money
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
The Fund may hold derivatives if the RE considers doing so the most appropriate way to gain an exposure to underlying securities. However, the RE has no intention at the date of the PDS to use derivatives to gear or leverage the portfolio.