Samantha

The Surrey Australian Equities Fund (SAEF) returned +12% in August after all fees. This takes the rolling 12-month net return to +39% which is +16% ahead of the Small Ordinaries Accumulation Index (XSOAI) return over the same time period. August was an interesting month with most ASX listed companies releasing earnings results.  We discuss some of these […]

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

  The Surrey Australian Equities Fund (SAEF) returned +0.7% in June after all fees. This takes the Financial Year 2025, 12-month net return to +27% which was +14% ahead of the Small Ordinaries Accumulation Index (XSOAI) return over the same time period. FY25 was another year of excitement with a number of events and trends shaping markets.

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