The Surrey Australian Equities Fund is pleased to report it returned +1.7% after all fees for the month of June taking total returns for the Calendar Year 2019 after all fees to +15.1%. 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.
Financial year end tax statements will be distributed mid to late July as the year end tax calculations are finalised by Mainstream.
The Fund is open to new investors, links to the Information Memorandum and application forms are via the buttons bellow. New and existing investors who require assistance with an application form, please feel free to contact either Nick or Michael at any time.
Nick Maclean & Michael Woolhouse
Directors & Portfolio Managers
Surrey Asset Management