With many portfolios heavily weighted to Australian equities, having some international exposure can help you diversify your portfolio, giving you exposure to economies and markets that are less heavily weighted to Australia’s dominant mining and financials sectors.
You can access international investments through the direct purchase of individual stocks, through managed funds, or through exchange-traded funds, which allow investors to gain exposure to whole markets or sectors in one product.
Through Burrell, you can access such global market opportunities. We have global affiliations with agents in the UK, America and New Zealand, and through these we can trade in most major overseas markets.
Overseas holdings in individual stocks cannot be registered on the ASX CHESS system and are usually held within a broker’s nominee account. This is an efficient way to hold international shares as:
As a potential international investor, you may be interested in Burrell’s own registered managed investment scheme, Burrell World Equities Trust (BWET). BWET is open to both retail and wholesale investors and offers diversification away from the Australian equities market into listed international equities, exchange-traded funds and managed funds. BWET may also invest in domestic equities and funds that have sufficient international presence. We may also use foreign exchange hedging instruments to hedge fluctuations in foreign currencies; and index hedging instruments to hedge fluctuations in the value of the overall portfolio.
There are risks and other considerations when investing internationally:
Selling certificated shares
We may be able to assist you with selling certificated international shares. However, we cannot assist with all stocks and are limited to certain jurisdictions and markets.
Selling international certificated (paper based) shares is complex and takes time. Costs differ depending on jurisdiction. The minimum time period to sell international certificated shares is six weeks, but can take months. If you have a physical share certificate in an international stock please contact us to discuss options.
Burrell will provide you with the research you need, all you need to get started is to open a Burrell broking account.
Contact us for an obligation-free conversation.
Call 1300 4 BURRELL for more information.