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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 …

Strategy December 2024 | Surrey Australian Equities Fund Investment Read More »

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 …

Strategy November 2024 | Surrey Australian Equities Fund Investment Read More »

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 …

Strategy October 2024 | Surrey Australian Equities Fund Investment Read More »

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 …

Strategy September 2024 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (SAEF) outperformed the Small Ordinaries Accumulation Index (XSOAI) by +2.9% in August, returning +0.9% after all fees.  This takes Fund returns after all fees for the rolling quarter to +2.3% ahead of the XSOAI by +2.3% and Calendar Year 2024 Fund returns to +6.1%, outperforming the XSOAI by +1.9%. You can …

Strategy August 2024 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (SAEF) returned +1.5% after fees in July 2024 taking the rolling 6 month net gains to +6.0%, ahead of the Small Ordinaries Accumulation Index (XSOAI). Reporting season is underway in August. While it is still early days the Fund has started this month with 6 company trading updates/results thus far all …

Strategy July 2024 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (SAEF) returned -0.1% after fees in June +1.3% ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -1.4%. In Calendar Year 2024 (6 months to June) The Fund has returned +3.6% after all fees outperforming the XSOAI by +0.9%. You can access the June 2024 Investment Update via the link below. The Fund …

Strategy June 2024 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (SAEF) returned +1.5% after fees in May ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -0.1%. It was a busy month for SAEF holdings with 18 of our companies releasing share price-sensitive updates to the market with this exciting trend continuing into early June.  You can access the May 2024 Investment …

Strategy May 2024 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (SAEF) returned -3.5% after all fees in April in line with the Small Ordinaries Accumulation Index (XSOAI). You can access the April 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact …

Strategy April 2024 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (SAEF) returned +3.3% after all fees in March. You can access the March 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to …

Strategy March 2024 | Surrey Australian Equities Fund Investment Read More »