Bell Asset Management Limited’s Launch of Bell Global Sustainable Fund

Johnson Winter & Slattery has advised Bell Asset Management Limited on its establishment of the Bell Global Sustainable Fund, an environmental, social and governance (ESG) focused fund for Australian retail and wholesale clients.

This is the third fund managed by BAM that is available to the wholesale and retail market, alongside the Bell Global Equities Fund and the Bell Global Emerging Companies Fund. 

As investors’ commitment to ESG focused investments continues to rise, the fund offers access to a portfolio of global equities with the potential to deliver long-term returns by investing in companies that are leading for their ESG principles and action.

The fund benefits from BAM’s disciplined investment framework with the addition of ESG specific considerations, including ESG screening, active ESG analysis and engagement with the companies held in the fund. It has been awarded a ‘Recommended’ rating in its first review by research house, Zenith Investment Partners. The carbon footprint of the portfolio is currently significantly lower than its Benchmark, the MSCI World Ex Australia Index (currency hedged and unhedged).

Bell Asset Management Limited is a signatory to the United Nations Principles for Responsible Investment and is a member of the Responsible Investment Association of Australasia.

Johnson Winter & Slattery Partner Austin Bell (Picture) led the matter alongside Associate Jared McLachlan who advised on the establishment of the fund that has hedged and unhedged unit classes.

 

Involved fees earner: Austin Bell – Johnson Winter & Slattery; Jared McLachlan – Johnson Winter & Slattery;

Law Firms: Johnson Winter & Slattery;

Clients: Bell Asset Management Limited ;

Sonia Carcano

Author: Sonia Carcano