GLOBAL EQUITIES

Generate long term growth through quality global equities

Investment Types

As investors continue to seek proven strategies to grow and diversify portfolios, exposure to global companies can provide the opportunity for long term capital appreciation by accessing companies in some of the fastest growing countries and industry sectors in the world.

CC RWC Global Emerging Markets Fund

Aims to provide long-term capital appreciation through exposure to global emerging markets and frontier markets.

Investment focus is on growing companies in emerging and frontier markets globally which have strong sustainable cash flows at attractive valuations.

Investment Highlights

An index agnostic approach using macro and bottom up research to construct a portfolio of high quality growth stocks.

Access to frontier markets which include some of the fastest growing countries such as Vietnam and Saudi Arabia.

Strong track record – one of the best performing emerging market managers globally.

Open to all Australian investors.

Can form part of an allocation to Global equities.

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Bell Global Emerging Companies Fund

Invests in an actively managed concentrated portfolio of global small and mid capitalised (SMID) stocks in a variety of regions around the world such as North America, Europe and Asia. It employs a bottom up, fundamental based approach to stock selection and constructing portfolios.

Aims to outperform the MSCI World SMID Cap Index over rolling 3-year periods.

Investment Highlights

Diversification by helping to mitigate the risk of holding only mega and large cap exposures.

Gain exposure to a significant part of the global equity market that is often overlooked.

Proven track record – the investment team has an established track record of investing in global shares.

Open to all Australian investors.

Can complement a growth allocation to global equities.

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Bell Global Equities Fund (Platform)

Invests in a diversified portfolio of high quality global companies in regions around the world such as North America, Europe and Asia. It employs a bottom up, fundamental based, unconstrained investment approach to stock selection and constructing portfolios.

Aims to outperform the MSCI World Ex-Australia Index invested in AUD over rolling 3-year periods.

Investment Highlights

Strong potential growth – provides access to a portfolio of high quality global companies with strong balance sheets and consistent earnings growth.

Diversification of returns and risk away from domestic equity exposures.

Gain access to sectors traditionally underrepresented in Australia, like technology & healthcare.

Proven track record – the investment team has an established track record of investing in global shares.

Open to all Australian investors.

Can form a core part of a global equities allocation.

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This is general information only and is not intended to provide advice to any particular investor, nor take into account an individual’s investment objectives, circumstances or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire or continue to hold units in the funds should only be made after considering the information contained in the current Product Disclosure Statement (PDS). Applications to invest will only be accepted if made on an application form. The Responsible Entity of the CC RWC Global Emerging Markets Fund is Channel Investment Management Limited ACN 163 234 240 AFSL 439007.

Bell Global Equities Fund ARSN 096 281 300 and Bell Global Emerging Companies Fund ARSN 160 079 541 (together ‘the Funds’). Responsible Entity and Investment Manager: Bell Asset Management Limited ACN 092 278 647 AFSL 231091 (BAM). For further information and before investing, please read the product disclosure document (PDS) which is available from www.bellasset.com.au.

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