Samantha

The Surrey Australian Equities Fund (SAEF) returned -3.91% after all fees with our 3-year returns now totaling 12.44% per annum. You can access March 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register […]

The Surrey Australian Equities Fund (SAEF) returned -1.2% after all fees materially outperforming the Small Ordinaries Accumulation Index (XSOAI) return of -3.7%. You can access February 2023, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here for more information. If any investor

January provided a positive start to Calendar Year 2023 with the Surrey Australian Equities Fund up +5.22% after all fees. You can access January 2023, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here for more information. If any investor would be

December concluded a challenging 2022 for equity markets with the Surrey Australian Equity Fund returning -4.6%. We continue to deliver positive returns in absolute and relative terms to our key medium-term targets. You can access December 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services.

Markets continued to rally in November as commentary around inflation and global interest rates became more dovish. The Surrey Australian Equities Fund (SAEF) returned +3.00% after all fees. You can access November 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here

Markets rebounded in October in anticipation that central banks across the globe will ease their pace of interest rate rises. The Surrey Australian Equities Fund (SAEF) returned +5.59% after all fees. You can access October 2022, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we

Markets across the globe were weak in September with the Small Ordinaries Accumulation Index (XSOAI) down -11.2%.   The Surrey Australian Equities Fund (SAEF) while down, bettered the XSOAI returning -9.6% after all fees, and has now outperformed the XSOAI by 7.8% after all fees since inception. You can access September 2022, Investment Strategy Update here. If any

August saw us through another Australian-listed company reporting season. The Surrey Australian Equities Fund returned +0.80% for the month relative to the S&P/ASX Small Ordinaries Accumulation Index (XSOAI) return of +0.58%. You can access the August 2022, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be

July produced a positive performance return across equity markets locally and globally. The S&P/ASX Small Ordinaries Accumulation Index (XSOAI) delivered +11.4%, significantly outperforming the larger S&P/ASX 100 (XTO) return of +5.3%.  While short-term interest rates are increasing sharply to combat a spike in inflation and are rightly dominating media commentary, we believe such increases will ease and may reverse

June 30th signalled the end of a challenging month and Financial Year 2022 for most asset classes. With our focus on listed Australian equities that possess strong balance sheets and cash flow, run by boards and management teams with aligned interests and an ESG focus as opposed to the more speculative areas of the market,