The Surrey Australian Equities Fund (SAEF) returned +1% in July after all fees. This takes the rolling 12-month net return to +26% which is +14% ahead of the Small Ordinaries Accumulation Index (XSOAI) return over the same time period.
During July we were pleased to be recognised by Mercer in the Australian Financial Review as one of the top performing Australian Equity Funds for Financial Year 2025. It was an eventful year and while we cannot make forward looking predictions, we aim to exceed this performance moving forward.
The Fund is open to new investors, links to the Information Memorandum and applications are via the links below. Applications for new and existing investors are now paperless and can be made online.
Nick Maclean
Managing Director
Surrey Asset Management
Level 47, 80 Collins Street, (North Tower) Melbourne VIC 3000.
Email: nmaclean@surreyassetmanagement.com Mobile: 0425 726 305