Samantha

The Surrey Australian Equities Fund (SAEF) had a strong month returning +8% in May 2025 after all fees. This takes returns after all fees in the last 12 months to +26% which is +16% ahead of the XSOAI return over the same time period. There were a number of positive announcements in May from a range […]

The Surrey Australian Equities Fund (SAEF) returned +0.13% in April 2025 after all fees relative to the ASX Small Ordinaries Accumulation Index (XSOAI) return of +1.84%. The Fund has returned +18.1% after all fees over the last rolling 12 months which is +14.3% ahead of the XSOAI return of +3.7% in the same time period. During

The Surrey Australian Equities Fund (SAEF) returned -7.4% in March after all fees relative to the ASX Small Ordinaries Accumulation Index (XSOAI) return of -3.60% and the ASX100 Accumulation Index (XTOAI) return of -3.3%.  In the US the NASDAQ Index fell 8.2% while the Dow Jones fell 4.2% demonstrating the broad based global sell off. The

The Surrey Australian Equities Fund (SAEF) returned -1.69% in February after fees outperforming the ASX Small Ordinaries Accumulation Index (XSOAI) return of -2.80% and the ASX Top100 Accumulation Index (XTOAI) return of -3.91%. The Fund has returned +27% over the last 12 months which is +20% ahead of the XSOAI return of +7%. The February

The Surrey Australian Equities Fund (SAEF) returned +6.6% in January after fees outperforming the ASX Small Ordinaries Accumulation Index (XSOAI) return of +4.6%. The Fund has returned +34% over the last 12 months which is +21% ahead of the XSOAI return of +12%. Commentary regarding the month can be found by clicking the link below.

The Surrey Australian Equities Fund (SAEF) returned -0.68% in December after fees outperforming the ASX Small Ordinaries Accumulation Index (XSOAI) return of -3.1%.  The Fund has returned +24.2% over the last 12 months (CY24) exceeding the XSOAI by +15.9%. December is typically a quiet month on a stock-specific level.  However, we did have two material announcements

The Surrey Australian Equities Fund (SAEF) returned +7% in November after fees outperforming the ASX Small Ordinaries Accumulation Index (XSOAI) return of +1% and providing a record monthly relative outperformance for the fund since inception. The rolling quarterly return of +18% was also a record return for the Fund leading to a 12-month gain after all

The Surrey Australian Equities Fund (SAEF) returned +5.2% in October after fees outperforming the ASX Small Ordinaries Accumulation Index (XSOAI) return of +0.8% and the ASX Top 100 Accumulation Index (XTOAI) return of -1.5%. This takes the SAEF Calendar Year 2024 net returns to +17.0%(outperforming the XSOAI return of +10.3%) and our rolling 12-month net

The Surrey Australian Equities Fund (SAEF) returned +5% in September after all fees. This takes net Calendar Year 2024 Fund returns to +11.2%, outperforming the Small Ordinaries Accumulation Index (XSOAI). The Fund had some positive earnings updates during the month while also seeing positive announcements in early October which we discuss in more detail via

The Surrey Australian Equities Fund (SAEF) outperformed the Small Ordinaries Accumulation Index (XSOAI) by +2.9% in August, returning +0.9% after all fees.  This takes Fund returns after all fees for the rolling quarter to +2.3% ahead of the XSOAI by +2.3% and Calendar Year 2024 Fund returns to +6.1%, outperforming the XSOAI by +1.9%. You can