Bell Direct mFund Asset Class series

Capture more opportunities and diversify your portfolio.

Global investing made easy with mFunds

If you're looking to increase your global exposure, mFunds are a simple way to uncover international investment opportunities.

Why consider international investing for your portfolio?

It could help you:

  • Increase your portfolio diversification with exposure to sectors traditionally underrepresented in Australia (e.g. technology & healthcare);
  • Get exposure to markets with different economic, political and demographic profiles;
  • Reduce your portfolio risk and volatility when you combine international and Australian assets;
  • Avoid over-exposure to the Australian dollar;
  • Access professionally managed portfolios and benefit from the fund managers' expertise and experience;
  • Access a wide range of investments in one transaction.

Is your portfolio overly concentrated? 

Australian investors typically allocate 50% or more of their equity portfolio to the domestic market. 

This means that you may be overweight in sectors which dominate the Australian market and increase the risk of your portfolio being less diversified.

Check out the sector weightings for the MSCI All Country World Index vs. the ASX 200. How does your portfolio compare?

MSCI All Country World Index

As at 29/09/2018. Source: MSCI Inc.

S&P/ASX 200 Index

As at 31/10/2018. Source: S&P Dow Jones Indices LLC.
The weightings for each sector of the index are rounded to the nearest tenth of a percent, therefore, the aggregate weights for the index may not equal 100%.

Access hidden gems with the Bell Global Emerging Companies Fund

Access hidden gems with the Bell Global Emerging Companies Fund

The Bell Global Emerging Companies Fund:

  • Invests in a diversified portfolio of global small and mid cap stocks, a part of the global equity market often overlooked. 
  • Aims to outperform the MSCI World SMID Cap Index over rolling 3 year periods;
  • Suggested investment timeframe: 3-5 years;
  • Gives you access to a high quality portfolio of 35-55 stocks in a single transaction;
  • Has no limits in the sectors or regions it can invest in;
  • No performance, entry or exit fees.
  • Is accessible via the mFund service (mFund code: BLM01).

Get exposure to undervalued businesses with the Platinum Global Fund

Get exposure to undervalued businesses with the Platinum Global Fund

The Platinum Global Fund:

  • Aims to provide capital growth by investing in undervalued companies from around the world;
  • Holds typically from 70 - 140 stocks, currently including Ping An Insurance, Samsung Electronics and Intel Corp;
  • Suggested investment timeframe: 5 or more years;
  • A diversified long only portfolio across global industry sectors;
  • Helps you diversify from the Australian dollar;
  • Is accessible via the mFund service (mFund code: PLM01).

BAM: now is the time to invest in global small and mid cap stocks.

Platinum: Unconstrained globally - go where the opportunities are.

How do you invest?

The Bell Global Emerging Companies Fund and the Platinum Global Fund are available on our mFund platform. Simply place an order online through the order pad:

1. Login to your account and go to the order pad.

  • The mFund code for the BAM Bell Global Emerging Companies Fund is BLM01.
  • The mFund code for the Platinum Global Fund is PLM01.

2. Read the fund profile and the Product Discloure Statement.

3. When you’re ready to invest, choose the 'Managed Funds' option on the Order Pad and place your order online.

4. Your new mFund units are transferred to your CHESS holdings and you’ll see them in your portfolio.

Find out more & read the fineprint

MSCI All Country World Index as at 28/9/2018.

S&P/ASX 200 Index as at 31/10/2018

The weighting for each sector of the index are rounded to the nearest tenth of a percent; therefore, the aggregate weights for the index may not equal 100%.

All data where MSCI is referenced is the property of MSCI. No use or distribution of this data is permitted without the written consent of MSCI. This data is provided “as is” without any warranties by MSCI. MSCI assumes no liability for or in connection with this data. Please see full MSCI disclaimer in https://www.platinum.com.au/Special-Pages/Terms-Conditions

Source: Platinum Asset Management.

Returns:

  • Index is the MSCI World SMID Cap Index.
  • The Bell Global Emerging Companies Fund was established in November 2012 under a different name and with a different investment strategy. The fund has operated under its current name and strategy since 27 June 2016 (Inception)

You can find out more information on the Bell Global Emerging Companies Fund here and Bell Asset Management here.

Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the responsible entity for the Bell Global Emerging Companies Fund (ARSN 160 079 541 ) (the Fund). This has been prepared by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Before making any decision in relation to the Fund, you should consider your needs and objectives, consult with a licensed financial adviser and obtain a copy of the product disclosure statement, which is available by calling BAM on 1300 305 476 or visiting www.bellasset.com.au.

No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this presentation. To the maximum extent permitted by law, none of BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document or its contents. This content shall not constitute an offer to sell or a solicitation of an offer to purchase or advice in relation to any securities within or of units in any investment fund or other investment product described herein. Any such offer shall only be made pursuant to an appropriate offer document. Past performance is not necessarily indicative of expected future performance.

Bell Direct charges a marketing fee for the promotion of the BAM Bell Global Emerging Companies Fund.

Returns:

  • Investment returns are calculated using the Fund's unit price and represent the combined income and capital return for the specified period. 
  • They are net of fees and costs (excluding the buy-sell spread), pre-tax, and assume the reinvestment of distributions. 
  • Investment returns are calculated relative to the MSCI All Country World Net Index in A$.
  • The investment returns shown are historical and no warranty can be given for future performance. 
  • You should be aware that historical performance is not a reliable indicator of future performance. Due to the volatility of underlying assets of the Fund and other risk factors associated with investing, investment returns can be negative (particularly in the short-term). 
  • Source: Platinum for fund returns and RIMES Technologies for MSCI returns. 

You can find out more information on the Platinum Global Fund here and Platinum Asset Management here.

This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006 AFSL 221935, trading as Platinum Asset Management ("Platinum"). It is general information only and has not been prepared taking into account any particular investor’s investment objectives, financial situation or needs, and should not be used as the basis for making an investment decision. You should obtain professional advice prior to making any investment decision. A copy of the latest product disclosure statement for the Platinum Global Fund is available from Platinum’s website www.platinum.com.au. Past performance is not a reliable indicator of future performance.

The market commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. No representations or warranties are made by Platinum as to their accuracy or reliability. To the extent permitted by law, no liability is accepted by Platinum or any other company in the Platinum Group®, including any of their directors, officers or employees, for any loss or damage arising as a result of any reliance on this information. 

Bell Direct charges a marketing fee for the promotion of the Platinum Global Fund.