We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of +4.32% for the month of December and our thoughts moving forward. The net gain for 12 months is +14.78% with a three-year per annum return of +19.19%. You can access the December 2021, Investment Strategy Update, here.
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.
Thank you for your ongoing interest.
Nick Maclean & Michael Woolhouse
Directors & Portfolio Managers
Surrey Asset Management
Email: firstname.lastname@example.org Mobile: 0425 726 305
Email: email@example.com Mobile : 0409 145 645