Strategy February 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the February 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward.

The Fund returned +3.2% in February.  This was ahead of the Small Ordinaries Accumulation Index (XSOAI) return of +1.6% and the S&P/ASX 200 (XJO) +1.0%.  Our 12-month gain now totals 33.1% which is 15.9% ahead of the XSOAI’s return.

Nick featured in the AFR, highlighting some of the Funds positions. You can read the article here.

Nick also provided commentary to the AFR on the ever topical continuous disclosure laws. The article can be found 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: Mobile: 0425 726 305

Email: Mobile : 0409 145 645