The Surrey Australian Equities Fund (SAEF) returned +0.13% in April 2025 after all fees relative to the ASX Small Ordinaries Accumulation Index (XSOAI) return of +1.84%.
The Fund has returned +18.1% after all fees over the last rolling 12 months which is +14.3% ahead of the XSOAI return of +3.7% in the same time period.
During the month the Surrey Australian Equities Fund was recognised by independent rating agency Mercer as the 4th best performing Australian Small Cap fund over the 12 months to March 30th 2025 based on their survey. Further detail can be located in the Australian Financial Review.
Additional commentary regarding the month can be found by clicking the button below.
The Fund is open to new investors, links to the Information Memorandum and applications are via the links below. Applications for new and existing investors are now paperless and can be made online.
Nick Maclean
Managing Director
Surrey Asset Management
Level 47, 80 Collins Street, (North Tower) Melbourne VIC 3000.
Email: nmaclean@surreyassetmanagement.com Mobile: 0425 726 305