Strategy March 2021 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the March 2021 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward.

The Fund returned -0.5% in March after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of +0.8%. The 12-month gain now totals 63.0% which is 10.9% ahead of the XSOAI’s return.

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: Mobile: 0425 726 305

Email: Mobile : 0409 145 645