Strategy March 2022 | Surrey Australian Equities Fund Investment

We are pleased to share the strategy update where we provide you insights from the portfolio, discussing the Funds return of +7.0% for the month of March, ahead of the XSOAI return of +5.3%, and our thoughts moving forward. The three-year after-fee gain now totals 12.2% per annum outperforming the XSOAI per annum gain of 9.6%. You can access March 2022, Investment Strategy Update here.In case you missed our recent external communications, you can catch up here:

  • Nick Maclean was featured in the Small Caps Under the Radar Report, you can read the issue here.
  • Nick Maclean wrote a contribution for Livewire Markets on the importance of proxy advisers. You can read the article here.
  • Michael Woolhouse shared insights into one of the Funds’ top 5 holdings, Uniti Group (UWL) with Talk Ya Book, hosted by Chris Judd.  You can watch the interview here.

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