ManagerFund NameInvestment StyleWebsite
Bell Asset ManagementBell Global SMID 
  • Bell Global SMID is a global equity fund manager that takes an all cap quality approach investing across Mid and Small Cap stocks in the global market with a quality bias
  • The strategy holds around 35 to 55 stocks benchmarked against MSCI World SMID Cap Index
bellasset.com.au
Longview PartnersLongview Partners Concentrated Global Portfolio
  • The Longview Partner's Concentrated Global Portfolio is a global equity fund that is index agnostic and takes a quality value approach to construct a well-diversified portfolio
  • The strategy is a concentrated portfolio holding of between 30-35 global stocks benchmarked against the MSCI World Index
longview-partners.com
Neuberger Berman Australia Pty LtdNeuberger Berman Emerging Markets Equity
  • Neuberger Berman Emerging Markets is a quality focused emerging markets fund manager with a value bias
  • The strategy invests in between 80-110 emerging market stocks benchmarked against the MSCI Emerging Markets index
nb.com
Sands CapitalSands Capital Global Growth
  • Sands Capital Global Growth is a global equity fund manager that stylistically holds a growth bias investing in leading growth businesses
  • The fund is relatively concentrated holding 30-50 stocks with exposure to developed and emerging markets, the portfolio is benchmarked against the MSCI ACWI index
sandscapital.com
RobecoRobeco Global Enhanced Index
  • The Robeco Global Enhanced Index fund captures all of the diversification benefits of investing within an index market while integrating valuation, momentum and quality characteristics to provide an "enhanced" index approach.
  • The strategy integrates an ESG screening approach to include sustainability factors within index construction
robeco.com
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