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 access the August 2024 Investment Update via the link 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