The Surrey Australian Equities Fund returned +2.2% after all fees for the month of September. Total return after all fees for the September quarter are +5.1% taking total returns for the Calendar Year 2019 to +21%. 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 Fund is open to new investors, links to the Information Memorandum and application forms are via the buttons below. New and existing investors who require assistance with an application form, please feel free to 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: firstname.lastname@example.org Mobile: 0425 726 305
Email: email@example.com Mobile : 0409 145 645