The Surrey Australian Equities Fund (SAEF) returned -1.96% after all fees in September, outperforming the Small Ordinaries Accumulation Index (XSOAI) of -4.04% by +2.08%. You can access the September 2023 Investment Strategy Update here.
The SAEF FY23 Distribution and Tax statements have been emailed to Unitholders in early August. Unitholders may login into the Apex investor web portal for replacement statements.
If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest.
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 & Michael Woolhouse
Directors & Portfolio Managers
Surrey Asset Management
Level 47, 80 Collins Street, (North Tower) Melbourne VIC 3000.
Email: nmaclean@surreyassetmanagement.com Mobile: 0425 726 305
Email: mwoolhouse@surreyassetmanagement.com Mobile : 0409 145 645