The Burrell Australian Equities Trust (BAET) is a longer-term domestic portfolio weighted towards larger Australian companies and entities. The portfolio seeks to offer investors growth and dividend income.

BAET offers investors an opportunity to invest in a diversified portfolio of quality Australian domestic focused companies, entities, trusts, managed funds, exchange traded indexes and exchange traded funds. The Fund offers diversification by investing in large Australian companies and entities, many of which are household names, as well as some smaller companies, that may be difficult for individuals to diversify through direct investment.

The Fund is suitable for investors who can tolerate short term volatility with a longer term view of the underlying value of the asset.

Burrell Stockbroking, selects and manages the day to day investments of the Fund in accordance with the Fund's investment strategy.

BAET Unit Price

BAET Financial Statements

Financial Statement 30 June 2023

Financial Statement 30 June 2024

BAET Top Holdings and Performance

Please click here to view the top holdings and historical performance for the Burrell Australian Equities Trust.

Before investing, you may wish to:

Ask your Burrell adviser if BAET 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 BAET Product Disclosure Statement (PDS). We strongly suggest you contact an investment adviser before proceeding.

Warning: This Fund is not suitable for investors seeking Capital Preservation, Capital Guaranteed returns, investors with a Low risk vs return profile, investors with a short term investment timeframe, or investors who require daily liquidity.

Documents

Please click below to download the BAET 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. 

BAET Product Disclosure Statement (PDS)

Additional Information to the PDS

Target Market Determination - BAET

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 or 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 Australian Equities Trust is Burrell Securities Limited ABN 92 083 535 031 AFSL 381667.