MANAGER OF THE SURREY AUSTRALIAN EQUITIES FUND

MANAGER OF THE SURREY AUSTRALIAN EQUITIES FUND

ABOUT THE FUND

SURREY AUSTRALIAN EQUITIES FUND

Surrey Asset Management manages the Surrey Australian Equities Fund which provides investors exposure to high quality Australian listed companies with the objective of earning risk adjusted returns in excess of the S&P/ASX Small Ordinaries Accumulation Index. 

The Fund aims to achieve this by strictly following its defined investment process which is undertaken with a philosophical underpinning of fact-based investing, transparency,  accountability and humility. 

We look forward to providing eligible investors an opportunity to invest in the fund.

INFORMATION MEMORANDUM

The Surrey Australian Equities Fund is available to investors who qualify as a Wholesale/Sophisticated Investor. The minimum initial subscription amount is $250,000, (subject to the discretion of the Investment Manager)

Please contact the Investment Manager should you require any assistance.

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