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Industry & Fund News

Strategy June 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the June 2020 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 +0.4% in June after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of -2.0%.  The fourth-quarter returns

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Strategy May 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the May 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward.  The Surrey Australian Equities Fund delivered +11.3% in May after all fees relative to the ASX200 (XJO) return of +4.2% and the Small

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Commentary April 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the April 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward.  For the month of April the S&P ASX 200 index increased by 9% while the S&P ASX Small Ordinaries Accumulation index increased 14%.The

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Commentary March 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the March 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. March saw equity markets and most asset classes decline sharply as fears surrounding the impact of the Covid 19 swept the globe. 

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Commentary February 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the February 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. Market volatility that is evident in February and March can make investment decisions in the short term difficult. At Surrey, we continue

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From Xero to Hero

Original Content from Livewiremarkets Livewire Markets Xero (XRO) looks set to become one of New Zealand’s great success stories. And like Phar Lap, Lorde, and other great Kiwi exports, we Australians seem set on claiming it as our own. But regardless of its origin, it’s become increasingly difficult to ignore this high quality, high growth firm. Even

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Commentary January 2020 | Surrey Australian Equities Fund Investment

January delivered a positive start to 2020 with the Surrey Australian Equities Fund increasing by +5% for the month.  Our rolling 12 month return now stands at +20%.  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. Applications for

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Commentary December 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund declined by 2.9% after all fees for the month of December. Total returns after all fees for the Calendar Year 2019 are +19.1%. 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. Applications

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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

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Commentary October 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund declined by 1.69% after all fees for the month of October. Total return after all fees for the Calendar Year 2019 are +19%. 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

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Can Sezzle do an Afterpay?

Original Content from Livewiremarkets Sezzle (ASX:SZL) is a recently listed buy now pay later (BNPL) business currently focussed on the North American market while also launching in Canada in April this year. Although there are some differences between the two, it’s business model is very similar to Afterpay (ASX:APT). Given the company is in its

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Commentary August 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund returned -2.6% after all fees for the month of August, outperforming the S&P/ASX Small Ordinaries Accumulation Index by +1.3%. Total returns for the Calendar Year 2019 after all fees are +18.5%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date

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Commentary July 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to report it returned +6% after all fees for the month of July taking total returns for the Calendar Year 2019 after all fees to +22.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the

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