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1.    Choose a Portfolio

 Choose from one of our 4 investment portfolios below


2.    Open an Account

Complete the short account opening process and transfer funds into your new investment account


3.    Relax - We're looking after you

               













Our Portfolios

Choose the portfolio that's right for you

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.

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.

 Asset Class Mix

70-100% Australian Shares, 0-10% Australian Property, 0-20% Cash

Risk Level

100% Equities/High

Suggested Time Frame

3-5 years+

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 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.

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 aat Reasonable Price (GARP) stocks and investments. We take a fundamental approach to investment selection. Valuations and independent research are considered important inputs and considerations.

Asset Class Mix

80-100% Australian Shares, 0-10% Australian Property, 0-20% Cash

Risk Level

100% Equities/High

Suggested Time Frame

3-5 years+

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. 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.

Asset Class Mix

Moderate Growth. Refer to the Investment Menu for ranges.

Risk Level

Moderate Growth/ Medium-High

Suggested Time Frame

5-7 years+

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.

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.

Asset Class Mix

Balanced. Refer to the Investment Menu for ranges.

Risk Level

Moderate Growth/Medium-High

Suggested Time Frame

5-7 years+

Minimum Investment

$10,000

Investment Fee Calculator

For more information please refer to the PDS and Investment Menu

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