The Surrey Australian Equities Fund (SAEF) returned +0.8% in December after all fees taking our Calendar Year 2025 net return to +19.4% and two-year annualised net return to +21.8%. Markets have started the year strongly and we are positive for what 2026 could bring.
The Fund is open to new and existing investors and we are pleased to announce we are available on the HUB24 IDPS platform for wholesale investors – Surrey Australian Equities Fund (SAEF) code SPC2070AU.
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