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Strategy June 2025 | Surrey Australian Equities Fund Investment

  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. …

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Strategy March 2025 | Surrey Australian Equities Fund Investment

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 …

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Strategy February 2025 | Surrey Australian Equities Fund Investment

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 …

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Strategy January 2025 | Surrey Australian Equities Fund Investment

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. …

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Strategy December 2024 | Surrey Australian Equities Fund Investment

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 …

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Strategy November 2024 | Surrey Australian Equities Fund Investment

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 …

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Strategy October 2024 | Surrey Australian Equities Fund Investment

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 …

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Strategy September 2024 | Surrey Australian Equities Fund Investment

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 …

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