Commentary January 2020 | Surrey Australian Equities Fund Investment

January delivered a positive start to 2020 with the Surrey Australian Equities Fund increasing by +5% for the month.  Our rolling 12 month return now stands at +20%.  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 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.

The Fund is open to new investors, links to the updated Information Memorandum and applications are via the buttons below. Any investor who requires 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: Mobile: 0425 726 305

Email: Mobile : 0409 145 645