Strategy January 2021 | Surrey Australian Equities Fund Investment

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

After a strong CY20, we are particularly pleased to announce the Surrey Australian Equities Fund was ranked the second-best performing Australian Small Cap fund based on the National Mercer Insights Survey for the calendar year 2020. 
January produced a slightly negative month for the Small Ordinaries Accumulation Index (XSOAI) for the start of 2021 declining -0.25%, the Fund followed with -1.49% for the month. The rolling 12-month return stands at a solid +16.17%, comparing favorably with the more subdued returns of the XSOAI return of +5.37%.

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