BAET, BWET and BSMaRT
Burrell's own investment funds
Burrell operates three funds:
- Burrell Australian Equities Trust (BAET): long-term domestic portfolio, mainly blue chip Australian companies that offer growth and dividend income.
- Burrell World Equities Trust (BWET): offers diversification away from the Australian equities market into industries not well represented at home.
- Burrell Smallcap, Midcap and Resources Trust (BSMaRT): adds diversification into small and mid-cap Australian companies. May hold short-term trading and sector overweight positions in Australian equities.
BWET and BSMaRT are open to all investors, whereas BAET is open only to wholesale investors.
Investing in a Burrell fund gives investors exposure to the underlying investments of the particular fund. Conversely, investing in AIH (Burrell’s LIC) exposes investors to all three of the Burrell funds.
Contact us for an obligation-free conversation.
Call 1300 4 BURRELL, or read more on listed investment company AIH for associated investment and performance detail.