Bell SMID fund added to IOOF's ESG portfolio

Bell Global Emerging Companies Bell Asset Management Ned Bell IOOF

6 July 2020
| By Laura Dew |
image
image
expand image

The Bell Global Emerging Companies fund has been added to IOOF’s environmental, social and governance (ESG) model portfolio.

 

The fund invests in 30-60 high quality companies in the global small and mid-cap space and targets a high ESG portfolio rating.

 

The ESG model portfolio was developed by IOOF to enable its financial adviser network to meet the growing client demand for sustainable investments. Funds were considered on their return criteria and consideration of ESG issues.

 

Ned Bell, chief investment officer at Bell Asset Management, said ethical investors had become more “demanding” of their asset managers.

 

“With responsible investing on the rise in Australia, ethical investors are demanding more from asset managers and we are proud to offer a strategy where ESG screening of global small and mid-cap companies has been an integral part of the investment process since the fund’s inception.

 

“We are pleased to be able to provide IOOF advisers with a quality, global equity small and mid-cap solution that aims to deliver both competitive returns and positive social and environmental outcomes.”

 

According to FE Analytics, the Bell Global Emerging Companies fund has returned 11.6% versus returns by the Australian Core Strategies global small and mid-cap sector of 6.2% over one year to 31 May, 2020. 

 

Performance of Bell Global Emerging Companies versus ACS global small and mid cap sector over one year to 31 May, 2020

 

 

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

15 hours 33 minutes ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

17 hours 46 minutes ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

18 hours 52 minutes ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND