Zenith grants recommended ratings to Bell AM

recommendation ratings Zenith Bell Asset Management Bell Global Emerging companies fund recommended Ned Bell active strategies SMID global small caps mid-cap

7 December 2018
| By Oksana Patron |
image
image
expand image

Global equities boutique manager, Bell Asset Management (BAM) has announced that its two funds, the Bell Global Emerging Companies Fund and Bell Global Equities Fund (Platform), have been awarded with ‘recommended’ ratings in inaugural reviews from Zenith.

Bell’s chief investment executive, Ned Bell, said that increasing concerns over global equity market volatility saw both retail and institutional investor interest in BAM’s active strategies, including the BAM Global Small and Mid-Cap (SMID) strategy.

“Passive investment strategies have served investors well over the last nine year but now, with volatility returning to the market, we are seeing to pivot to active investment,” he said.

The Bell Global Equities Platform fund has delivered a one-year net return of 14.18 per cent, outperforming its benchmark, the MSCI World ex Australia Index, as of 31 October, 2018.

The Bell Global Emerging companies Fund produced a return of 14.54 per cent and similarly outperformed its benchmark, the MSCI World SMID Cap Index, by 9.03 per cent in the same time frame, the firm said.

“In our view, Global SMID offers the best comparative upside and downside capture and provides a way for investors to diversity their mega and large cap exposure,” Bell said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 week 4 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 weeks 1 day ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 2 weeks ago

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

4 weeks 1 day ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

1 week ago

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

4 weeks ago

TOP PERFORMING FUNDS