Zenith grants recommended ratings to Bell AM
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.
AUTHOR
Oksana Patron
Recommended for you
Statutory NPAT at Pacific Current has almost halved in FY25 to $58.2 million as the result of an investment restructure.
Being able to provide certainty about redemptions is worth fund managers pursuing when targeting the retail market even if it means sacrificing returns, according to Federation Asset Management.
Regal chief investment officer Philip King will step down from listed investment company VGI Partners Global Investments after the LIC reported a loss of $17.6 million for FY25.
Real asset commentators have shared what advisers should be considering when conducting their due diligence on the assets and how they can mitigate illiquidity for retail clients.
