Strategy September 2020 | Surrey Australian Equities Fund Investment

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

The Surrey Australian Equities Fund returned -1.8% in September after all fees which was ahead of the Small Ordinaries Accumulation Index (XSOAI) decline -2.8% and the S&P/ASX 200 (XJO) -4.0%.  This is the seventh month in a row of outperformance and takes our annual value add to +11.0% after all fees.

The Fund is open to new investors, links to the updated Information Memorandum and applications are via the links below. Applications for new and existing investors can now be made online or visit our website

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