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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