The Surrey Australian Equities Fund declined by 2.9% after all fees for the month of December. Total returns after all fees for the Calendar Year 2019 are +19.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward.
Applications for new and existing investors can now be made onlinevia the button below or visiting our website. The Funds minimum application amount is $100,000, if any investor requires an alternative minimum, please don’t hesitate to contact Nick or Michael directly.
The Fund is open to new investors, links to the updated Information Memorandum and applications are via the buttons below. New and existing investors who require assistance with an applications please contact either Nick or Michael at any time.
Thank you for your ongoing interest.
Nick Maclean & Michael Woolhouse
Directors & Portfolio Managers
Surrey Asset Management
Email: nmaclean@surreyassetmanagement.com Mobile: 0425 726 305
Email: mwoolhouse@surreyassetmanagement.com Mobile : 0409 145 645