Responsible Investing Approach
Bell Asset Management is committed to integrating ESG issues, including labour and ethical considerations, into its investment process. It integrates ESG into the investment process by taking ESG factors into account in assessing every stock in the portfolio, and which excludes stocks that have exposure to certain industries or business practices or do not conform to established norms for responsible business practices as defined in the United Nations Global Compact principles. In addition, the Fund has the objective to exceed the weighted average ESG score of the Fund's benchmark and to have lower carbon intensity than the Fund's benchmark.
The Fund Manager's investment framework integrates broader ESG specific activities, including ESG screening, active ESG analysis, engagement with the management of companies and proxy voting. The impact of applying the ESG screens and active ESG analysis is to minimise (and in some cases eliminate) exposure to companies that derive revenue from activities deemed by the manager as harmful to the environment or society.
Bell Asset Management has chosen seven SDGs to support and promote that align to its integrated investment philosophy and ESG approach. These priority goals are promoted through engagement with investee companies, collaboration with the investors, active investment/divestment decisions, and active ownership incorporating proxy voting.
Documents
Exclusions
The Fund applies ESG screens with the goal to minimise (and in some cases eliminate) exposure to companies that derive revenue from Tobacco, Controversial Weapons, Conventional Weapons, Nuclear Weapons, Civilian Firearms, Adult Entertainment, Gambling, Uranium, Nuclear Power, Coal and Unconventional Oil and Gas companies, as well as companies that breach International norms and principals (including, but not limited to, the UN Global Compact and various Sanction lists).
Exclusions | Full/Partial Exclusion |
Description
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Full | The Fund does not invest in companies that derive any revenue from the production or manufacturing of tobacco, nicotine alternatives and tobacco-based products. |
Partial | The Fund does not invest in companies that generate more than 10% of their revenues from tobacco distribution, licensing, retailing or supplying / packaging. |
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Full | The Fund does not invest in companies that derive any revenue from controversial or nuclear weapons. |
Partial | The Fund does not invest in companies that generate more than 10% of their revenues from conventional weapons, small arms or civilian firearms. |
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Partial | The Fund does not invest in companies that generate more than 10% of their revenues from coal mining, power generation or transportation, or companies that generate more than 5% of their revenues from unconventional oil and gas extraction. |
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Partial | The Fund does not invest in companies that generate more than 10% of their revenues from gambling. |
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Partial | The Fund does not invest in companies that generate more than 10% of their revenues from nuclear power generation and supply, or companies that generate more than 5% of their revenues from uranium mining. |
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Full | The Fund does not invest in companies that derive any revenue from the production of adult entertainment. |
Partial | The Fund does not invest in companies that generate more than 5% of their revenues from the distribution or retailing of adult entertainment. |
Inclusions
Bell Asset Management supports the United Nations Sustainable Development Goals (SDGs) and aligns itself to various SDGs that are most representative of its investment philosophy. Its stewardship and research efforts take into account both positive and negative effects and are primarily focused on ensuring that its investments are aligned with its investment philosophy in that they: generate sustainable profits over the long-term, have a lean environmental footprint, provide empowerment and equality both within their workforce, supply chain and within the community in which they operate in and are committed to making a meaningful contribution to society's well-being.
Bell Asset Management has chosen seven SDGs to support and promote that align with its integrated investment philosophy and ESG approach. These are related to either the environment (Affordable and Clean Energy, Responsible Consumption and Production, Climate Action), social issues (Good Health and Well-Being, Decent Work and Economic Growth), or good governance (Gender Equality, Reduced Inequalities), where it believes companies can make a meaningful difference in both their actions and in their disclosure. Bell has also utilised various UN SDG related targets and indicators to measure and monitor progress.
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UN Sustainable Development Goals
Conventions & Treaties
Bell Asset Management has been a signatory of Principles for Responsible Investment since 2014, it has adopted climate-related financial disclosures which are aligned with the Recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) and supports the goals of the 2015 Paris Agreement. Bell Asset Management has chosen seven SDGs to support and promote that align to its integrated investment philosophy and ESG approach.
Conventions & Treaties | Aligned |
Description
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Principles for Responsible Investment | Yes | Signatory since 2014 |
Task Force on Climate-related Financial Disclosures | Yes | Bell Asset Management has adopted climate-related financial disclosures which are aligned with the Recommendations of the Task Force on Climate-related Financial Disclosures (TCFD). |
Paris Agreement (UN Framework Convention on Climate Change) | Yes | Bell Asset Management supports the goals of the 2015 Paris Agreement. |
UN Sustainable Development Goals | Yes | Bell Asset Management has chosen seven SDGs to support and promote that align to its integrated investment philosophy and ESG approach. These priority goals are promoted through engagement with investee companies, collaboration with the investors, active investment/divestment decisions, and active ownership incorporating proxy voting. |
ESG Score
ESG Score |
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Does the portfolio have an ESG score? | Yes | ||
If so, who is responsible for calculating the score? | MSCI | ||
If a score is calculated, is this publicly available; i.e. displayed in monthly reports, on your website, etc.? | Yes | ||
If the portfolio has an ESG score, how often is that score recalculated to account for changes to portfolio holdings? | Not disclosed |
Impact Investing Score
Impact Investing Score |
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Does the portfolio have an Impact Investment score? | Not disclosed | ||
If a score is calculated, is this publicly available; i.e. displayed in monthly reports, on your website, etc.? | Not disclosed | ||
If the portfolio has an Impact Investment score, how often is that score recalculated to account for changes to portfolio holdings? | Not disclosed | ||
Does the fund publish its holdings publicly? | Yes |
Policies, Certification & Marketing
Policies, Certification & Marketing |
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Stewardship policy | View Stewardship policy document | |||
Is the fund RIAA certified? | Yes | |||
Date certified | ||||
ESG Exclusion criteria | View ESG Exclusion criteria document | |||
PRI Report 2023 | View PRI Report 2023 document | |||
Holdings | View Holdings document | |||
ESG Engagement Report 2022-2023 | View ESG Engagement Report 2022-2023 document |
Bell Global Equities Fund (Platform Class)
Strategy Summary
The Bell Global Equities Fund invests in a globally diversified portfolio of listed shares. The Fund employs a long only investment strategy with a fundamental bottom up approach to stock picking. The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities. The Fund may hold derivatives if the RE considers doing so the most appropriate way to gain an exposure to underlying securities.
Key Terms
Status: | Open | Inception Date: | Jul 2016 |
Strategy: | Equity Long | Style: | Growth |
Geography: | Global | Domicile: | Australia |
Investors: | Wholesale & Retail | Min. Investment: | AU$25000 |
Mgmt. Fee: | 0.76% | Perf. Fee: | 0% |