Welcome to the Surrey Australian Equities Fund

The Surrey Australian Equities Fund is available to investors who qualify as a Wholesale Client or Sophisticated Investor. The minimum initial subscription amount is $250,000, (subject to the discretion of the Investment Manager) and thereafter in increments of $25,000. 

We have kept the application process as simple as possible and it will require you to download and read our Information Memorandum before investing.

Once you have done this, you should carefully complete the enclosed Initial Application and Identification Forms. Your completed application forms should be then posted to the address provided. Unfortunately, we cannot receive faxed or scanned applications.

If you require assistance to complete the forms, please contact Surrey Asset Management directly and guidance will be provided.

Additional investments can be applied for via the Additional Investment Form.

We urge you to seek professional advice you consider appropriate in respect of the fund, before deciding whether to apply for units.


Investor Eligibility Requirements

To be eligible to apply to invest in the Fund, applicants must be a Wholesale Client or Sophisticated Investor. Generally, this includes investors who 
(if an individual, is above 18 years old):

  1. invest $500,000 or more in the Fund; or
  2. provides a certificate from a qualified accountant (available within the Subscription Form) or substantially in the form available on the Trustee’s website that states the Investor has net assets of at least $2.5 million or has a gross income for each of the last two financial years of at least $250,000; or
  3. is a professional investor (including the holder of an Australian financial services licence, a person who controls more than $10 million or a person that is a listed entity or a related body corporate of a listed entity).
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