The Surrey Australian Equities Fund celebrates three Financial Years of performance history as of June 2021, returning 41.96% since inception. We are pleased to share the strategy update where we provide you insights from the portfolio, discussing performance to date and the Fund strategy moving forward.
You can access June 30, 2021, Investment Strategy Update, here.
Unitholder FY2020/21 tax statements and distribution payment/details will be emailed from Mainstream mid to late July.
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: firstname.lastname@example.org Mobile: 0425 726 305
Email: email@example.com Mobile : 0409 145 645