June 30th signalled the end of a challenging month and Financial Year 2022 for most asset classes. With our focus on listed Australian equities that possess strong balance sheets and cash flow, run by boards and management teams with aligned interests and an ESG focus as opposed to the more speculative areas of the market, the Surrey Australian Equities Fund (SAEF) outperformed the Small Ordinaries Accumulation Index (XSOAI) by +4.12% after all fees for the month.
Despite the recent weakness in absolute terms our longer-term track record after all fees continues to outperform our benchmark index – the XSOAI.
You can access June 2022, Investment Strategy Update here.
If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest.
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