Burrell Online Managed Portfolios

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.