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We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -2.30% for the month of November and our thoughts moving forward. The net gain since inception now totals 44.17%. You can access the November 2021, Investment Strategy Update, here. The Fund is open to […]

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -1.46% for the month of October and our thoughts moving forward. The net gain since inception now totals 47.56%. You can access the October 31, 2021, Investment Strategy Update, here. The Fund is open

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds +5.21% performance for the quarter, return of -1.30% for the month of September (outperforming our benchmark index), and our thoughts moving forward. You can access the September 30, 2021, Investment Strategy Update, here. The Fund is

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds +6.2% return for the month and our thoughts moving forward. You can access the August 31, 2021, Investment Strategy Update, here. The Fund is open to new investors, links to the Information Memorandum and applications are via

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. You can access July 31, 2021, Investment Strategy Update, here. The Fund is open to new investors, links to the Information Memorandum and applications are via the links below. Applications for new and

The Surrey Australian Equities Fund celebrates three Financial Years of performance history as of June 2021, returning 41.96% since inception. We are pleased to share the strategy update where we provide you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. You can access June 30, 2021, Investment Strategy Update, here. Unitholder FY2020/21 tax statements

The Surrey Australian Equities Fund celebrates three years of performance history as of May 2021, returning 41.5% since inception. We are pleased to share the strategy update where we provide you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. Following on from the Surrey Australian Equity Fund’s +9.8% return in April after all fees,

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%

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

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%.