Strategy May 2024 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund (SAEF) returned +1.5% after fees in May ahead of the Small Ordinaries Accumulation Index (XSOAI) return of -0.1%.

It was a busy month for SAEF holdings with 18 of our companies releasing share price-sensitive updates to the market with this exciting trend continuing into early June.  You can access the May 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