Commentary November 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund increased by +3.1% after all fees for the month of November. Total return after all fees for the Calendar Year 2019 are +23%. 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.

The Surrey Fund has recently lowered the minimum application amount for entry to $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 application forms are via the buttons below. New and existing investors who require assistance with an application form please contact either Nick or Michael at any time.

Nick Maclean & Michael Woolhouse
Directors & Portfolio Managers

Surrey Asset Management

Email: Mobile: 0425 726 305

Email: Mobile : 0409 145 645