Samantha

Strategy May 2022 | Surrey Australian Equities Fund Investment

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% …

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Strategy April 2022 | Surrey Australian Equities Fund Investment

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 …

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Strategy March 2022 | Surrey Australian Equities Fund Investment

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, …

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Strategy February 2022 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -6.13% for the month of February, relative to the decline of the XSOAI of -0.01% and our thoughts moving forward. The three-year after-fee gain since inception now totals 10.07% per annum outperforming the XSOAI per annum gain of 7.74%. You can …

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Strategy January 2022 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -9.00% for the month of January, in line with the -9.00% decline of the XSOAI and our thoughts moving forward. The three-year after-fee gain since inception now totals 13.9% per annum outperforming the XSOAI …

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Strategy December 2021 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of +4.32% for the month of December and our thoughts moving forward. The net gain for 12 months is +14.78% with a three-year per annum return of +19.19%. You can access the December 2021, Investment …

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Strategy November 2021 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -2.30% for the month of November and our thoughts moving forward. The net gain since inception now totals 44.17%. You can access the November 2021, Investment Strategy Update, here. The Fund is open to …

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Strategy October 2021 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -1.46% for the month of October and our thoughts moving forward. The net gain since inception now totals 47.56%. You can access the October 31, 2021, Investment Strategy Update, here. The Fund is open …

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Strategy September 2021 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds +5.21% performance for the quarter, return of -1.30% for the month of September (outperforming our benchmark index), and our thoughts moving forward. You can access the September 30, 2021, Investment Strategy Update, here. The Fund is …

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Strategy August 2021 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds +6.2% return for the month and our thoughts moving forward. You can access the August 31, 2021, Investment Strategy Update, here. The Fund is open to new investors, links to the Information Memorandum and applications are via …

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