Commentary July 2018 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (Fund) is pleased to report it returned 1.8% (after fees) over the  benchmark, the Small Ordinaries Accumulation Index (XSOAI.ASX) for the month of July 2018. 

Responding to particular demand there will be an additional opportunity to invest in the Surrey Australian Equities Fund outside the normal month end opening time. This mid-month investment window gives both new and existing investors an earlier opportunity to invest in the Fund than otherwise would be the case.  For those new and existing investors wishing to participate, completed applications forms will need to be provided by Friday August 17th, 2018.  If you intend to apply, please contact either Nick or Michael directly so you can be included. If you require assistance with your application, please contact the Team at Surrey on 03 9691 5490.

This month we share with you insights from inside the portfolio, discussing performance to date and our outlook moving forward.

As always both Nick and Michael are available for discussion at any time.

Nick Maclean & Michael Woolhouse
Directors & Portfolio Managers

Surrey Asset Management