Strategy May 2022 | Surrey Australian Equities Fund Investment
May 2022 was the 4 year anniversary of The Surrey Australian Equities Fund (SAEF). Despite the large market volatility since that time, the SAEF has returned +5.66% per annum after all fees and excluding franking credits relative to the Small Ordinaries Accumulation Index (XSOAI) +4.64%. After all fees, our three-year annual gains now total +7.40% …
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