Samantha

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

The Surrey Australian Equities Fund (SAEF) returned +1.5% after fees in July 2024 taking the rolling 6 month net gains to +6.0%, ahead of the Small Ordinaries Accumulation Index (XSOAI). Reporting season is underway in August. While it is still early days the Fund has started this month with 6 company trading updates/results thus far all

The Surrey Australian Equities Fund (SAEF) returned -0.1% after fees in June +1.3% ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -1.4%. In Calendar Year 2024 (6 months to June) The Fund has returned +3.6% after all fees outperforming the XSOAI by +0.9%. You can access the June 2024 Investment Update via the link below. The Fund

The Surrey Australian Equities Fund (SAEF) returned +1.5% after fees in May ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -0.1%. It was a busy month for SAEF holdings with 18 of our companies releasing share price-sensitive updates to the market with this exciting trend continuing into early June.  You can access the May 2024 Investment

The Surrey Australian Equities Fund (SAEF) returned -3.5% after all fees in April in line with the Small Ordinaries Accumulation Index (XSOAI). You can access the April 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact

The Surrey Australian Equities Fund (SAEF) returned +3.3% after all fees in March. You can access the March 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to

The Surrey Australian Equities Fund (SAEF) returned +3.4% after all fees in February. You can access the February 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to