Burrell Online - Burrell

Burrell Online Managed Portfolios

A Simpler Way to Invest

Burrell Online provides you with access to a professionally managed model portfolio similar to a managed fund. However unlike a managed fund, you are the beneficial owner of all underlying securities in your portfolio.

Because of the way the Burrell Online is structured you do not have the administration burden associated with the direct investing. You also have much more portfolio transparency than if you were to invest via managed funds.

How does it work?

Burrell has designed a number of model portfolios to suit an investor's risk profile. The models provide flexible access to a diversified mix of investment assets, and can also be used as part of an investment solution to facilitate diversification to existing investment portfolios at a lower cost.

Once invested, you will be able to see the shares and other securities that you hold, and access up-to-date reports on your portfolio. You will be able to view your portfolio performance and valuations, as well as updates from us as the investment manager. This information is available online and in our app 24 hours a day, 7 days a week for your convenience.

Burrell 35

Burrell 35 Portfolio

Investment Objective

Aims to achieve capital growth over the medium to long-term and to provide income through the receipt of franked dividends.

Who is this suitable for?

Investors seeking equity returns of inflation plus 5% over the medium term while controlling portfolio risk. Seeking a portfolio weighted towards larger capitalisation stocks, supported by a selection of stocks outside the Top 200. Looking for an Australian equities only portfolio or the Australian equities component of a diversified portfolio. Investors need to be comfortable with equity volatility, and prepared to take equity risk in exchange for potentially higher returns on their investment over the longer term. The risk level is 100% equities/High and the suggested investment time frame is 5-7 years+.

Investment Strategy and Approach

The Burrell 35 comprises around 35 top stock selections as chosen on a value and risk adjusted basis in the S&P ASX 300 index. Burrell's approach is to select predominately value and Growth at Reasonable Price (GARP) stocks and investments. The asset class mix is 70-100% Australian Shares, 0-10% Australian Property, 0-20% Cash.

Minimum Investment

$5,000

(Note that the minimum is set to get Investors started. Investors will not be fully invested in the Burrell 35 until the investment reaches around the $15,000 level. Investors can consider setting up regular contributions to assist in growing the investment.)

Investment Fee Calculator

For more information please refer to the PDS and Investment Menu

Burrell Online is promoted by Burrell Stockbroking Pty Ltd, ACN 088 958 481, AFSL 247 431; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS, FSG and Target Market Determination available at www.burrellonlineinvest.com.au/key-documents/ Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.

Burrell 20

Burrell 20 Portfolio

Investment Objective

To achieve capital growth over the medium to long-term with correlation to the S&P/ASX20 Index.

Who is this suitable for?

Investors seeking equity returns of inflation plus 5% over the medium term while controlling portfolio risk. Those seeking an Australian equity only portfolio or the Australian equities component of a diversified portfolio. Comfortable with holding a portfolio weighted towards larger capitalisation stocks. Investors need to be comfortable with equity volatility, and prepared to take equity risk in exchange for potentially higher returns on their investment over the long-term. The risk level is 100% equities/High and the suggested investment time frame is 5-7 years+.

Investment Strategy and Approach

The Burrell 20 is weighted towards the top 20 stocks in the S&P20 index measured by market capitalisation, subject to a degree of substitution based on independent research reports and other insights from Burrell. Burrell's approach is to select predominately value and Growth at Reasonable Price (GARP) stocks and investments. We take a fundamental approach to investment selection. Valuations and independent research are considered important inputs and considerations. The asset class mix is 80-100% Australian Shares, 0-10% Australian Property, 0-20% Cash.

Minimum Investment

$2,500

(Note that the minimum is set to get Investors started. Investors will not be fully invested in the Burrell 20 until the investment reaches around the $15,000 level. Investors can consider setting up regular contributions to assist in growing the investment.)

Investment Fee Calculator

For more information please refer to the PDS and Investment Menu

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Burrell Moderate Growth Portfolio

Investment Objective

The investment objective is to achieve consistent returns through effective asset allocation diversified across asset classes.

Who is this suitable for?

Investors seeking a portfolio that provides a moderate level of sustainably income and moderate capital growth. Investors who are comfortable with a targeted moderate rate of return above inflation, and value consistent income over long-term growth. The risk level is Moderate Growth/ Medium-High. Investors should be looking for an investment return over a 5-7 year timeframe.

Investment Strategy and Approach

The Burrell Moderate Growth Portfolio comprises investments chosen by Burrell. Burrell has a bias to Australian equities, but look to smooth returns by including other asset classes. Burrell's approach is to select predominately value and Growth at Reasonable Prices (GARP) stocks and investments. We take a fundamental approach to investment selection. Valuations and independent research are considered important inputs and considerations.The asset class mix is Moderate Growth (Refer to the Investment Menu for ranges).

Minimum Investment

$10,000

Investment Fee Calculator

For more information please refer to the PDS and Investment Menu

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Burrell Balanced Portfolio

Investment Objective

The investment objective is to achieve consistent, and lower volatility returns compared to the S&P ASX200 index, through effective asset allocation across diversified asset classes.

Who is this suitable for?

Investors seeking a portfolio that provides capital growth over the longer term, while also providing modest protection in a falling market. Investors who are comfortable with a targeted moderately high rate of return above inflation, because they value growth over income in their portfolio. Looking for an investment return over a 4-6 year timeframe. The risk level is Moderate Growth/ Medium-High. Investors should be looking for an investment return over a 4-6 year timeframe.

Investment Strategy and Approach

The Burrell Balanced Portfolio comprises investments chosen by Burrell. Burrell has a bias to Australian equities, but look to smooth returns by including other asset classes. Burrell's approach is to select predominately value and Growth at Reasonable Price (GARP) stocks and investments. We take a fundamental approach to investment selection. Valuations and independent research are considered important inputs and considerations. The asset class mix is Balanced (refer to the Investment Menu for ranges).

Minimum Investment

$10,000

Investment Fee Calculator

For more information please refer to the PDS and Investment Menu

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