Strategy November 2020 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund is pleased to provide the November 2020 strategy update where we share with you insights from the portfolio, discussing performance to date and the Fund strategy moving forward.
The Surrey Australian Equities Fund returned +11.4% in November after all fees relative to the Small Ordinaries Accumulation Index (XSOAI) return of +10.3%.  The 12 month gain after all fees now totals +17.1%, with the FY21 return totaling +20.2%.

We take this opportunity to pass on our best wishes to all investors and their families, for the upcoming Festive Season and New Year celebrations. Like you, we look forward to a much safer and prosperous 2021.

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