Burrell 20
The Burrell 20 aims to achieve capital growth over the long term with correlation to the S&P/ASX20 Accumulation Index also providing income through the receipt of franked dividends.
Investment Objective
To achieve capital growth over the medium to long-term with correlation to the S&P/ASX20 Index.
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+.
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.
$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).
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.
Stay informed and up-to-date via your Investor Portal and our app
You will be able to view you portfolio via your Investor Portal and our app.
The team at Burrell will also keep you informed on the key issues they are assessing in managing your portfolio, including explaining changes they make to your portfolio.
Reports
You can generate several reports on your portfolio, covering portfolio performance, transactions, fees and taxation. The Administrator will also send you an Annual Tax Statement to assist you (and your accountant) in preparing your annual tax return.
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.
We are a longstanding Queensland company providing full stockbroking, wealth management, superannuation and advisory services to private clients, Not-for-Profit and other investment organisations. As a boutique firm, we offer personalised client service, superior control over trades, expert advice and true market insight.
Established in 1937, Burrell is proud to have achieved 85 years in the business. We remain one of the last privately held broking firms in the country. This longevity stems from the personal attention, expert advice and wealth of experience we continue to bring our clients.
We are a proud privately-owned Queensland business, helping clients with around $1.5B worth of portfolios. And we've grown to over 40 staff with offices in Brisbane, Bundaberg, Ipswich, Southport, Emerald and the Sunshine Coast. From this base, we visit regional centers and work with clients around Australia.
As Managing Director of Burrell Stockbroking & Wealth Management since 1997, Chris knows a thing or two about managing a successful business and more importantly, a successful investment portfolio. Since Chris’ appointment, Burrell has gone from strength to strength. Burrell now boasts an impressive client portfolio with ~ $1.5 Billion of funds under advice.
An expert in equities and wealth management, Chris works closely with high-net-worth individuals, not-for-profit organisations and other investment organisations who want peace of mind and attractive returns, without taking unnecessary risks. In particular, Chris heads Burrell’s Individually Managed Portfolio (IMP) service whereby he is responsible for stock selection and other investment decisions as well as the implementation of his clients’ agreed investment strategies.
Prior to joining Burrell, Chris was a senior partner with Coopers & Lybrand (now PricewaterhouseCoopers), specialising in the corporate needs of prominent mining, superannuation and insurance clients for 15 years.
When he’s not managing the business and taking care of his clients, Chris has a penchant for swimming, gym, cycling, kayaking and the theatre.
The highlight of family life is the most recent arrival of his second grandchild.
Click here to view The Burrell Blog.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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