Strategy January 2022 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of -9.00% for the month of January, in line with the -9.00% decline of the XSOAI and our thoughts moving forward. The three-year after-fee gain since inception now totals 13.9% per annum outperforming the XSOAI per annum gain of 10.1%. You can access January 2022, Investment Strategy Update, 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.