The Surrey Australian Equities Fund (SAEF) delivered a return of +.02% (net of fees) in February outperforming the S&P/ASX Small Ordinaries Accumulation Index (XSOAI) which declined -2.57%.
This brings the Fund’s 12-month rolling net return to +18.0% and two-year annualised net return to +22.4%.
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
Managing Director
Surrey Asset Management
Level 47, 80 Collins Street, (North Tower) Melbourne VIC 3000.
Email: nmaclean@surreyassetmanagement.com Mobile: 0425 726 305