The Surrey Australian Equities Fund (SAEF) outperformed the Small Ordinaries Accumulation Index (XSOAI) by +2.9% in August, returning +0.9% after all fees.  This takes Fund returns after all fees for the rolling quarter to +2.3% ahead of the XSOAI by +2.3% and Calendar Year 2024 Fund returns to +6.1%, outperforming the XSOAI by +1.9%. You can

The Surrey Australian Equities Fund (SAEF) returned +1.5% after fees in July 2024 taking the rolling 6 month net gains to +6.0%, ahead of the Small Ordinaries Accumulation Index (XSOAI). Reporting season is underway in August. While it is still early days the Fund has started this month with 6 company trading updates/results thus far all

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

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

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

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

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

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

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

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

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

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

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

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