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Strategy August 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -0.59% after all fees in August, outperforming the Small Ordinaries Accumulation Index (XSOAI) by +0.72%. You can access the August 2023 Investment Strategy Update here.  The SAEF FY23 Distribution and Tax statements have been emailed to Unitholders in early August. Unitholders may login into the Apex investor web portal …

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Strategy July 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +0.3% after all fees in the July period. You can access July 2023 Investment Strategy Update here. The SAEF FY23 Distribution and Tax statements have been emailed to Unitholders in early August. Unitholders may login into the Apex investor web portal for replacement statements. If any investor is interested …

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Strategy June 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +2.4% after all fees in the June period, relative to the Small Ordinaries Accumulation Index return of 0.03%. You can access June 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to …

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Strategy May 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -3.2% after all fees in the May period, relative to the Small Ordinaries Accumulation Index return of -3.3%. You can access May 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to …

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Strategy April 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +0.51% after all fees in April. You can access April 2023, Investment Strategy Update here. If any investor would be 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 …

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Strategy March 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -3.91% after all fees with our 3-year returns now totaling 12.44% per annum. You can access March 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register …

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Strategy February 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -1.2% after all fees materially outperforming the Small Ordinaries Accumulation Index (XSOAI) return of -3.7%. You can access February 2023, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here for more information. If any investor …

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Strategy January 2023 | Surrey Australian Equities Fund Investment

January provided a positive start to Calendar Year 2023 with the Surrey Australian Equities Fund up +5.22% after all fees. You can access January 2023, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here for more information. If any investor would be …

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Strategy December 2022 | Surrey Australian Equities Fund Investment

December concluded a challenging 2022 for equity markets with the Surrey Australian Equity Fund returning -4.6%. We continue to deliver positive returns in absolute and relative terms to our key medium-term targets. You can access December 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. …

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Strategy November 2022 | Surrey Australian Equities Fund Investment

Markets continued to rally in November as commentary around inflation and global interest rates became more dovish. The Surrey Australian Equities Fund (SAEF) returned +3.00% after all fees. You can access November 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here …

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