Samantha

December concluded a challenging 2022 for equity markets with the Surrey Australian Equity Fund returning -4.6%. We continue to deliver positive returns in absolute and relative terms to our key medium-term targets. You can access December 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. …

Strategy December 2022 | Surrey Australian Equities Fund Investment Read More »

Markets continued to rally in November as commentary around inflation and global interest rates became more dovish. The Surrey Australian Equities Fund (SAEF) returned +3.00% after all fees. You can access November 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here …

Strategy November 2022 | Surrey Australian Equities Fund Investment Read More »

Markets rebounded in October in anticipation that central banks across the globe will ease their pace of interest rate rises. The Surrey Australian Equities Fund (SAEF) returned +5.59% after all fees. You can access October 2022, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we …

Strategy October 2022 | Surrey Australian Equities Fund Investment Read More »

Markets across the globe were weak in September with the Small Ordinaries Accumulation Index (XSOAI) down -11.2%.   The Surrey Australian Equities Fund (SAEF) while down, bettered the XSOAI returning -9.6% after all fees, and has now outperformed the XSOAI by 7.8% after all fees since inception. You can access September 2022, Investment Strategy Update here. If any …

Strategy September 2022 | Surrey Australian Equities Fund Investment Read More »

August saw us through another Australian-listed company reporting season. The Surrey Australian Equities Fund returned +0.80% for the month relative to the S&P/ASX Small Ordinaries Accumulation Index (XSOAI) return of +0.58%. You can access the August 2022, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be …

Strategy August 2022 | Surrey Australian Equities Fund Investment Read More »

July produced a positive performance return across equity markets locally and globally. The S&P/ASX Small Ordinaries Accumulation Index (XSOAI) delivered +11.4%, significantly outperforming the larger S&P/ASX 100 (XTO) return of +5.3%.  While short-term interest rates are increasing sharply to combat a spike in inflation and are rightly dominating media commentary, we believe such increases will ease and may reverse …

Strategy July 2022 | Surrey Australian Equities Fund Investment Read More »

June 30th signalled the end of a challenging month and Financial Year 2022 for most asset classes. With our focus on listed Australian equities that possess strong balance sheets and cash flow, run by boards and management teams with aligned interests and an ESG focus as opposed to the more speculative areas of the market, …

Strategy June 2022 | Surrey Australian Equities Fund Investment Read More »

May 2022 was the 4 year anniversary of The Surrey Australian Equities Fund (SAEF).   Despite the large market volatility since that time, the SAEF has returned +5.66% per annum after all fees and excluding franking credits relative to the Small Ordinaries Accumulation Index (XSOAI) +4.64%.  After all fees, our three-year annual gains now total +7.40% …

Strategy May 2022 | Surrey Australian Equities Fund Investment Read More »

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -2.0% for the month of April, relative to the XSOAI return of -1.5%, and our thoughts moving forward. The three-year after-fee gain now totals +8.8% per annum (outperforming the XSOAI per annum gain of +7.6%) while our sum …

Strategy April 2022 | Surrey Australian Equities Fund Investment Read More »

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of +7.0% for the month of March, ahead of the XSOAI return of +5.3%, and our thoughts moving forward. The three-year after-fee gain now totals 12.2% per annum outperforming the XSOAI per annum gain of 9.6%. You can access March 2022, …

Strategy March 2022 | Surrey Australian Equities Fund Investment Read More »