The Surrey Australian Equities Fund (SAEF) returned +6.6% in January after fees outperforming the ASX Small Ordinaries Accumulation Index (XSOAI) return of +4.6%.
The Fund has returned +34% over the last 12 months which is +21% ahead of the XSOAI return of +12%.
Commentary regarding the month can be found by clicking the link below.
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