Commentary April 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the April 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. 

For the month of April the S&P ASX 200 index increased by 9% while the S&P ASX Small Ordinaries Accumulation index increased 14%.The Surrey Fund returned +17% for the month outperforming both benchmark indexes by a positive 8% and 3%. respectively. 

Investing through volatile times can be very challenging for individual & professional investors. One benefit of the Surrey Fund structure is its access to  the market capital raising opportunities currently available, which may assist Surrey in adding further value to unit holders in the short and longer term. For those investors who have been waiting for the market to retrace from all time highs and valuation improvements, this volatility may provide an opportunity. Any investor that would like to understand the Surrey Fund  further, please reach out for a meeting either via conference call, Zoom or face to face in the not to distant future. 

The Fund’s minimum application amount is $100,000, if any investor requires an alternative minimum, please don’t hesitate to contact Nick or Michael directly. Applications for new and existing investors can now be made online or visit our website. The Fund is open to new investors, links to the updated Information Memorandum and applications are via the buttons below. 

Thank you for your ongoing interest.

Nick Maclean & Michael Woolhouse

Directors & Portfolio Managers

Surrey Asset Management

Email: Mobile: 0425 726 305

Email: Mobile : 0409 145 645