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The Surrey Australian Equities Fund is pleased to provide the April 2021 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 +9.83% in April after all fees.  This was ahead of the Small Ordinaries Accumulation Index (XSOAI) return of +4.98% …

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The Surrey Australian Equities Fund is pleased to provide the March 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Fund returned -0.5% in March after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of +0.8%. The 12-month …

Strategy March 2021 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund is pleased to provide the February 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Fund returned +3.2% in February.  This was ahead of the Small Ordinaries Accumulation Index (XSOAI) return of +1.6% and the S&P/ASX 200 (XJO) +1.0%.  …

Strategy February 2021 | Surrey Australian Equities Fund Investment Read More »

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 …

Strategy January 2021 | Surrey Australian Equities Fund Investment Read More »

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 …

Strategy December 2020 | Surrey Australian Equities Fund Investment Read More »

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 …

Strategy November 2020 | Surrey Australian Equities Fund Investment Read More »

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 …

Strategy October 2020 | Surrey Australian Equities Fund Investment Read More »

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% …

Strategy September 2020 | Surrey Australian Equities Fund Investment Read More »

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% …

Strategy August 2020 | Surrey Australian Equities Fund Investment Read More »

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 …

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