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US Investment Manager Launches Trend Fund

Tom Burroughes Deputy Editor London 23 May 2008

US Investment Manager Launches Trend Fund

Bell Investment Advisors, a US wealth management firm, has launched the Bell Worldwide Trends Fund, a fund designed to invest in the strongest global investment trends via exchange traded funds.

"By utilising a wide universe of funds, this fund takes a global approach seeking to leverage the trends we believe will provide the strongest relative returns for investors,” said Dana Nelson, co-portfolio manager of Bell Worldwide Trends Fund.

“The rapid growth within the ETF marketplace provides us with liquidity, flexibility, and immediate access to specific markets, geographic regions, or sectors, which we choose based on market leadership.”

The minimum investment for the mutual fund is $2,500, compared with a minimum of $400,000 for Bell's discretionary investment management accounts. The fund allows investors to gain exposure to different investment markets in a single fund. As of 31 March, the Bell Worldwide Trends Funds had holdings such as iShares North American Natural Resources, iShares MSCI EAFE Growth, and Vanguard Consumer Staples ETF. The Fund is offered through broker-dealers Schwab, Scottrade, Fiserv, and TD Ameritrade.

The fund is co-managed by Dana Nelson, portfolio manager and Matthew King, chief investment officer.

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