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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

The Surrey Australian Equities Fund is pleased to provide the March 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. March saw equity markets and most asset classes decline sharply as fears surrounding the impact of the Covid 19 swept the globe. 

The Surrey Australian Equities Fund is pleased to provide the February 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. Market volatility that is evident in February and March can make investment decisions in the short term difficult. At Surrey, we continue

Original Content from Livewiremarkets Livewire Markets Xero (XRO) looks set to become one of New Zealand’s great success stories. And like Phar Lap, Lorde, and other great Kiwi exports, we Australians seem set on claiming it as our own. But regardless of its origin, it’s become increasingly difficult to ignore this high quality, high growth firm. Even

January delivered a positive start to 2020 with the Surrey Australian Equities Fund increasing by +5% for the month.  Our rolling 12 month return now stands at +20%.  This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. Applications for

The Surrey Australian Equities Fund declined by 2.9% after all fees for the month of December. Total returns after all fees for the Calendar Year 2019 are +19.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. Applications