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Bell Asset Management establishes ESG fund
Bell Asset Management (BAM) has established an ESG-focused fund for Australian retail, wholesale clients in response to investors’ growing commitment to environmental issues.
Lauren Croft
Firm: Johnson Winter & Slattery (Bell Asset Management Limited).
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Deal: JWS has advised Bell Asset Management on its establishment of the Bell Global Sustainable Fund, an environmental, social and governance (ESG)-focused fund.
Value: N/A.
Area: ESG.
Key players: JWS partner Austin Bell led the matter alongside associate Jared McLachlan, who advised on the establishment of the fund that has hedged and unhedged unit classes.
Deal significance: As investors’ commitment to ESG-focused investments continues to rise, the new 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.
Mr Bell said the team was proud to advise BAM on its expanding product offering.
“We are seeing more and more investment managers incorporate ESG factors into their investment strategies and processes,” he said.
“Bell Asset Management has a long history in building responsible investment portfolios and has been committed to integrating ESG principles across its strategies and funds. We are proud to have played a role in the establishment of this fund, which will help give a range of prospective Australian investors more exposure to ESG investments.”
