The Surrey Australian Equities Fund (SAEF) returned +0.7% in June after all fees. This takes the Financial Year 2025, 12-month net return to +27% which was +14% ahead of the Small Ordinaries Accumulation Index (XSOAI) return over the same time period.
FY25 was another year of excitement with a number of events and trends shaping markets. We discuss our observations of the year that was as well as some of the stocks that were impactful on the Fund’s performance in the link below.
With Australian and global interest rates predicted to continue declining as inflation moderates, we are very excited about the potential investment opportunities ahead in the Australian listed equities sector, particularly in our area of focus – the XSOAI.
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