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Burrell World Equities Trust

Burrell's own Retail Fund

The Burrell World Equities Trust (BWET) is an Australian registered managed investment scheme that invests in international companies, entities, trusts, managed investments and exchange traded funds. BWET may also invest in domestic investments with sufficient international exposure. BWET invests primarily in direct international securities and managed funds.

The Burrell World Equities Trust is designed for investors looking for long-term returns (capital growth and income) by providing investors with indirect access to a diversified portfolio of global equities, concentrated in large-cap and selected medium and small cap global stocks.

The Fund is actively managed by professional portfolio managers, being Burrell Stockbroking and Interselect NV, who seek to capitalise on the growth potential of selected stocks in the world’s most promising markets, whilst reducing risk by maintaining a widely diversified portfolio. The Fund’s management obtains independent research to assist in investment selection.

BWET Unit Price

Week Ended BWET Unit Price ($)
12/10/2017 1.26
05/10/2017 1.25
28/09/2017 1.25
21/09/2017 1.22
14/09/2017 1.21

BWET Financial Statements

Financial Statement 30 June 2016

Financial Statement 30 June 2015

 

BWET Top Holdings

Please click here to view the top holdings in the Burrell World Equities Trust.

Before investing, you may wish to:

Ask your Burrell Stockbroking & Superannuation advisor if BWET is right for you given your particular investment objectives, financial circumstances or needs. They can also assist with the paperwork to get your investment working for you faster.
You may invest with Burrell directly by filling out an Application Form, included in the BWET Product Disclosure Statement (PDS). We strongly suggest you contact an investment advisor before proceeding.

Documents:

Please click below to download the BWET PDS and related documents. In addition to reading the PDS, you should read the important information in the document entitled 'Additional Information to the PDS' before making a decision.

BWET PDS

BWET Additional Information to the PDS


This is general information only and is not intended to provide advice to any particular investor, nor take into account an individual's investment objectives, circumstances or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire or continue to hold units in Burrell funds should only be made after considering the information contained in a current Product Disclosure Statement (PDS) available from Burrell. Applications to invest will only be accepted if made on the relevant application form. The Responsible Entity of the Burrell World Equities Trust is Burrell Securities Limited ABN 92 083 535 031 AFSL 381667.