Bell AM wins $300m mandate

Bell AM wins $300m mandate

Global equities manager Bell Asset Management has been awarded a $300 million investment mandate from industry super fund NGS Super.

NGS Super chief executive Anthony Rodwell-Ball said the decision was made based on Bell AM’s performance history.

“Bell Asset Management’s investment approach, proven track record over 13 years and ability to deliver consistent levels of alpha over differing market cycles was a stand-out factor during a recent review of our global equities portfolio,” he said.

Mr Rodwell-Ball added that NGS found it “particularly pleasing” to work with an Australian asset manager with a “history of minimisation of drawdowns” when the market became bearish.

Since 2003, Bell AM has outperformed the MSCI World index by 2.6 per cent per annum, with that figure rising to 3.6 per cent for the 12 months to 30 June 2016.

Bell AM managing director Rob Sullivan said the business was excited to grow its partnership with NGS.

“We look forward to building a strong and long partnership with NGS Super and delivering the best results we possibly can to its members,” he said.

Read more:

Super gender gap reaches 80%

Bank failures must be ‘orderly’: APRA

Confidence falls in ‘eventful’ August 

Ethical investing at a 'tipping point'

Empirics launches member retention tool

Related Articles


Bell AM wins $300m mandate
income investment mandate
ID logo
promoted stories


David Cullen

AMP appoints new group general counsel


Matt Brown

Australian Unity hires former ANZ Wealth exec


Deanne Stewart

First State Super announces new CEO



investordaily image

Corporate governance and advocacy in China

Therese Niklasson

Dug Higgins

The shifting LIC landscape

Dug Higgins

investordaily image

The perils of chasing niche infrastructure

Frithjof van Zyp