Strategy June 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned -0.1% after fees in June +1.3% ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -1.4%. In Calendar Year 2024 (6 months to June) The Fund has returned +3.6% after all fees outperforming the XSOAI by +0.9%.

You can access the June 2024 Investment Update via 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: Mobile: 0425 726 305