Samantha

Further details regarding the Fund’s short, medium and long term perspectives can be found by clicking the link below. Given volatility across most asset classes locally and globally (particularly since the commencement of the war in Iran and the accelerated use of AI across the market) we have given a more detailed overview of our […]

The Surrey Australian Equities Fund (SAEF) returned +4.8% in August. Further details regarding the Fund’s performance during August and some commentary on the month’s reporting season can be found by clicking the link below. 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

The Surrey Australian Equities Fund (SAEF) returned +0.3% in June outperforming the Small Ordinaries Accumulation Index (XSOAI) return of -2.0% by +2.3%. 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 MacleanManaging Director Surrey Asset

The Surrey Australian Equities Fund (SAEF) returned -1.4% net of fees for the month of May, compared to the Small Ordinaries Accumulation Index (XSOAI) return of 2.0%. 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.

The Surrey Australian Equities Fund (SAEF) returned +3.7% in April outperforming the Small Ordinaries Accumulation Index (XSOAI) return of +3.3% and the ASX100 Accumulation index (XTOAI) return of +2.1%. Further details regarding the Fund’s performance during April can be found by clicking the link below. The Fund is open to new investors, links to the

The Surrey Australian Equities Fund (SAEF) experienced a challenging month in March, with escalating conflict in the Middle East driving a sharp global risk-off environment and placing significant pressure on equity markets, particularly within areas such as gold and copper stocks where we have measured positions. The Fund returned -18.6% net of fees for the

The Surrey Australian Equities Fund (SAEF) delivered a return of +.02% (net of fees) in February outperforming the S&P/ASX Small Ordinaries Accumulation Index (XSOAI) which declined -2.57%. This brings the Fund’s 12-month rolling net return to +18.0% and two-year annualised net return to +22.4%. The Fund is open to new investors, links to the Information

The Surrey Australian Equities Fund (SAEF) had a positive start to the year, returning +4% in January after all fees which was ahead of our benchmark return.  This takes The Fund’s rolling 12-month net return to +16% with the two-year net return totalling +24% per annum.  Pleasingly The SAEF has been consistent, delivering positive returns after

The Surrey Australian Equities Fund (SAEF) returned +0.8% in December after all fees taking our Calendar Year 2025 net return to +19.4% and two-year annualised net return to +21.8%.  Markets have started the year strongly and we are positive for what 2026 could bring. The Fund is open to new and existing investors and we are pleased

The Surrey Australian Equities Fund (SAEF) returned -1.6% after all fees for November in line with the Small Ordinaries Accumulation Index (XSOAI). This takes the Fund’s rolling 12-month net return to +18% and two-year return to +25% per annum. While the XSOAI was down for the month there were many moving parts within the index.  For