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% and the S&P/ASX 200 (XJO) +2.2%.  Our 12-month gain after all fees now totals 17% which is 11% ahead of the XSOAI’s return.

Applications for new and existing investors can now be made online or visit our website. The Fund is open to new investors, links to the updated Information Memorandum and applications are via the buttons below. 

Thank you for your ongoing interest.

Nick Maclean & Michael Woolhouse

Directors & Portfolio Managers

Surrey Asset Management

Email: Mobile: 0425 726 305

Email: Mobile : 0409 145 645