The Surrey Australian Equities Fund (SAEF) returned -3.5% after all fees in April in line with the Small Ordinaries Accumulation Index (XSOAI). You can access the April 2024 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact …
Strategy April 2024 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned +3.3% after all fees in March. You can access the March 2024 Investment Strategy Update here. 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 …
Strategy March 2024 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned +3.4% after all fees in February. You can access the February 2024 Investment Strategy Update here. 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 …
Strategy February 2024 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned -0.79% after all fees in January. You can access the January 2024 Investment Strategy Update here. 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 …
Strategy January 2024 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned +5.2% after all fees in December. You can access the December 2023 Investment Strategy Update here. 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 …
Strategy December 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned +4.13% after all fees in November. You can access the November 2023 Investment Strategy Update here. 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 …
Strategy November 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned -7.26% after all fees in October, relative to the Small Ordinaries Accumulation Index (XSOAI) of -5.45%. You can access the October 2023 Investment Strategy Update here. If any investor is interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please …
Strategy October 2023 | Surrey Australian Equities Fund Investment Read More »
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 …
Strategy September 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned -0.59% after all fees in August, outperforming the Small Ordinaries Accumulation Index (XSOAI) by +0.72%. You can access the August 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 …
Strategy August 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned +0.3% after all fees in the July period. You can access July 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 …
Strategy July 2023 | Surrey Australian Equities Fund Investment Read More »