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 manager Burrell Stockbroking, 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

BWET Financial Statements

Financial Statement 30 June 2023

Financial Statement 30 June 2024

BWET Top Holdings and Performance

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

Before investing, you may wish to ...

Ask your Burrell Stockbroking & Wealth Management adviser 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 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 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 Product Disclosure Statement (PDS)

Additional Information to the PDS

Target Market Determination - BWET

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.