Strategy December 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the December 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward.

December capped off a strong year for the Surrey Australian Equities Fund, with returns after all fees being +2.5% for the month taking the 12-month 2020 return to +23.6%. This compares favourably with the more subdued returns of the Small Ordinaries Accumulation Index (XSOAI) +9.2% and the negative ASX100 (XTO) return of -2.1%.

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 or visit the Surrey website.


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