Strategy July 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the July 2020 strategy update where we share with you insights from inside the portfolio, discussing performance to date and the Fund strategy moving forward.
The Surrey Australian Equities Fund delivered +3.4% in July after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of 1.4%.   This takes our 12-month outperformance after all fees relative to the XSOAI  to +11.2%.

Celebrating two full financial years of performance, the Surrey investment process has not changed and delivered 11.1% of outperformance since inception. The unique Fund structure enables the Fund to invest where there is high conviction in areas such as balance sheet strength, cash flow quality, management alignment with investors, and discounts to value. The Fund is not chasing high turnover speculative returns rather balanced risk-adjusted-performance to deliver absolute returns to investors. 
Applications for new and existing investors can now be made online or visit our website. The Fund is open to new investors, links to the updated Information Memorandum and applications are via the buttons below. 

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