Strategy December 2022 | Surrey Australian Equities Fund Investment

December concluded a challenging 2022 for equity markets with the Surrey Australian Equity Fund returning -4.6%. We continue to deliver positive returns in absolute and relative terms to our key medium-term targets. You can access December 2022, Investment Strategy Update here.

Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here for more information.

If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest.

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 & Michael Woolhouse

Directors & Portfolio Managers

Surrey Asset Management

Email: Mobile: 0425 726 305

Email: Mobile : 0409 145 645