The Burrell Smallcap, Midcap and Resources Trust (BSMaRT) is an Australian registered managed investment scheme that invests in an array of products which have sufficient smallcap, midcap or resource exposure.
For an individual investor, exposure to the smallcap, midcap or resource sector is often gained by investing in a limited number of domestic companies. This approach puts risk into a portfolio given the individual stock exposure. The Fund takes a portfolio approach to investing in what can be a difficult sector for the individual. A portfolio approach to investing reduces concentration risk through diversification.
Individual investors can have difficulty tracking company announcements and market movements in the small to midcap sector. BSMaRT has an active management style, which aims to add value in a sector that individuals can find difficult to manage. The Fund comprises 20 to 60 direct share holdings plus selected managed funds, trusts, exchange traded indexes and exchange traded funds.
Week Ended | BSMaRT Unit Price ($) |
12/12/2019 | 0.81 |
05/12/2019 | 0.81 |
28/11/2019 | 0.82 |
21/11/2019 | 0.82 |
14/11/2019 | 0.83 |
07/11/2019 | 0.84 |
31/10/2019 | 0.84 |
BSMaRT Financial Statements
Financial Statement 30 June 2019
Financial Statement 30 June 2018
Financial Statement 30 June 2017
BSMaRT Top Holdings and Performance
Please click here to view the top holdings and historical performance for the Burrell Smallcap, Midcap and Resources Fund.
Ask your Burrell Stockbroking & Superannuation advisor if BSMaRT 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 BSMaRT Product Disclosure Statement (PDS). We strongly suggest you contact an investment advisor before proceeding.
Please click below to download the BSMaRT 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.
BSMaRT Additional Information to the PDS