NEWS

Industry & Fund News

Strategy August 2021 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds +6.2% return for the month and our thoughts moving forward. You can access the August 31, 2021, Investment Strategy Update, here. The Fund is open to new investors, links to the Information Memorandum and applications are via

Read More »

Strategy July 2021 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. You can access July 31, 2021, Investment Strategy Update, here. The Fund is open to new investors, links to the Information Memorandum and applications are via the links below. Applications for new and

Read More »

Strategy June 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund celebrates three Financial Years of performance history as of June 2021, returning 41.96% since inception. We are pleased to share the strategy update where we provide you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. You can access June 30, 2021, Investment Strategy Update, here. Unitholder FY2020/21 tax statements

Read More »

Strategy May 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund celebrates three years of performance history as of May 2021, returning 41.5% since inception. We are pleased to share the strategy update where we provide you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. Following on from the Surrey Australian Equity Fund’s +9.8% return in April after all fees,

Read More »

Strategy April 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the April 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned +9.83% in April after all fees.  This was ahead of the Small Ordinaries Accumulation Index (XSOAI) return of +4.98%

Read More »

Strategy March 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the March 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Fund returned -0.5% in March after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of +0.8%. The 12-month

Read More »

Strategy February 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the February 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Fund returned +3.2% in February.  This was ahead of the Small Ordinaries Accumulation Index (XSOAI) return of +1.6% and the S&P/ASX 200 (XJO) +1.0%. 

Read More »

Strategy January 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the January 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. After a strong CY20, we are particularly pleased to announce the Surrey Australian Equities Fund was ranked the second-best performing Australian Small Cap fund based

Read More »

Strategy December 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the December 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. December capped off a strong year for the Surrey Australian Equities Fund, with returns after all fees being +2.5% for the month

Read More »

Strategy November 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the November 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned +11.4% in November after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of +10.3%.  The 12 month gain

Read More »

Strategy October 2020 | Surrey Australian Equities Fund Investment

he Surrey Australian Equities Fund is pleased to provide the October 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned -1.05% in October after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of 0.46%.  The 12 month gain

Read More »

Strategy September 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the September 2020 strategy update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned -1.8% in September after all fees which was ahead of the Small Ordinaries Accumulation Index (XSOAI) decline -2.8%

Read More »

Strategy August 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the August 2020 strategy update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund returned +7.5% in August after all fees.  This was ahead of the Small Ordinaries Accumulation Index (XSOAI) +7.2%

Read More »

Strategy July 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the July 2020 strategy update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward. The Surrey Australian Equities Fund delivered +3.4% in July after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of 1.4%.   This

Read More »

SUBSCRIBE TO OUR NEWSLETTER