NEWS

Industry & Fund News

Strategy June 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -0.1% after fees in June +1.3% ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -1.4%. In Calendar Year 2024 (6 months to June) The Fund has returned +3.6% after all fees outperforming the XSOAI by +0.9%. You can access the June 2024 Investment Update via the link below. The Fund

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Strategy May 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +1.5% after fees in May ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -0.1%. It was a busy month for SAEF holdings with 18 of our companies releasing share price-sensitive updates to the market with this exciting trend continuing into early June.  You can access the May 2024 Investment

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Strategy April 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -3.5% after all fees in April in line with the Small Ordinaries Accumulation Index (XSOAI). You can access the April 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact

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Strategy March 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +3.3% after all fees in March. You can access the March 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to

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Strategy February 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +3.4% after all fees in February. You can access the February 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to

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Strategy January 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -0.79% after all fees in January. You can access the January 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to new

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Strategy December 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +5.2% after all fees in December. You can access the December 2023 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to

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Strategy November 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +4.13% after all fees in November. You can access the November 2023 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest. The Fund is open to

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Strategy October 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -7.26% after all fees in October, relative to the Small Ordinaries Accumulation Index (XSOAI) of -5.45%. You can access the October 2023 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please

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Strategy September 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -1.96% after all fees in September, outperforming the Small Ordinaries Accumulation Index (XSOAI) of -4.04% by +2.08%. You can access the September 2023 Investment Strategy Update here. The SAEF FY23 Distribution and Tax statements have been emailed to Unitholders in early August. Unitholders may login into the Apex

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Strategy August 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -0.59% after all fees in August, outperforming the Small Ordinaries Accumulation Index (XSOAI) by +0.72%. You can access the August 2023 Investment Strategy Update here.  The SAEF FY23 Distribution and Tax statements have been emailed to Unitholders in early August. Unitholders may login into the Apex investor web portal

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Strategy July 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +0.3% after all fees in the July period. You can access July 2023 Investment Strategy Update here. The SAEF FY23 Distribution and Tax statements have been emailed to Unitholders in early August. Unitholders may login into the Apex investor web portal for replacement statements. If any investor is interested

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Strategy June 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +2.4% after all fees in the June period, relative to the Small Ordinaries Accumulation Index return of 0.03%. You can access June 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to

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Strategy May 2023 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -3.2% after all fees in the May period, relative to the Small Ordinaries Accumulation Index return of -3.3%. You can access May 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to

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