Samantha

The Surrey Australian Equities Fund is pleased to provide the January 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. After a strong CY20, we are particularly pleased to announce the Surrey Australian Equities Fund was ranked the second-best performing Australian Small Cap fund based […]

The Surrey Australian Equities Fund is pleased to provide the December 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. December capped off a strong year for the Surrey Australian Equities Fund, with returns after all fees being +2.5% for the month

The Surrey Australian Equities Fund is pleased to provide the November 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned +11.4% in November after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of +10.3%.  The 12 month gain

he Surrey Australian Equities Fund is pleased to provide the October 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned -1.05% in October after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of 0.46%.  The 12 month gain

The Surrey Australian Equities Fund is pleased to provide the September 2020 strategy update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned -1.8% in September after all fees which was ahead of the Small Ordinaries Accumulation Index (XSOAI) decline -2.8%

The Surrey Australian Equities Fund is pleased to provide the August 2020 strategy update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned +7.5% in August after all fees.  This was ahead of the Small Ordinaries Accumulation Index (XSOAI) +7.2%

The Surrey Australian Equities Fund is pleased to provide the July 2020 strategy update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund delivered +3.4% in July after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of 1.4%.   This

The Surrey Australian Equities Fund is pleased to provide the June 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward.  The Surrey Australian Equities Fund delivered +0.4% in June after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of -2.0%.  The fourth-quarter returns

The Surrey Australian Equities Fund is pleased to provide the May 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward.  The Surrey Australian Equities Fund delivered +11.3% in May after all fees relative to the ASX200 (XJO) return of +4.2% and the Small

The Surrey Australian Equities Fund is pleased to provide the April 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward.  For the month of April the S&P ASX 200 index increased by 9% while the S&P ASX Small Ordinaries Accumulation index increased 14%.The