Strategy May 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the May 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward.

The Surrey Australian Equities Fund delivered +11.3% in May after all fees relative to the ASX200 (XJO) return of +4.2% and the Small Ordinaries Accumulation Index (XSOAI) return of +10.6%.  This takes our rolling 12 month return after all fees to +4.9% compared to the ASX200 return of -10.0% and XSOAI return of -2.9% over the same time period. 
The Fund’s minimum application amount is $100,000, if any investor requires an alternative minimum, please don’t hesitate to contact Nick or Michael directly. Applications for new and existing investors can now be made online or visit our website. The Fund is open to new investors, links to the updated Information Memorandum and applications are via the buttons below. 

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