The Surrey Australian Equities Fund (SAEF) returned +2.4% after all fees in the June period, relative to the Small Ordinaries Accumulation Index return of 0.03%. You can access June 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to …
Strategy June 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned -3.2% after all fees in the May period, relative to the Small Ordinaries Accumulation Index return of -3.3%. You can access May 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to …
Strategy May 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned +0.51% after all fees in April. You can access April 2023, Investment Strategy Update here. If any investor would be 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 April 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned -3.91% after all fees with our 3-year returns now totaling 12.44% per annum. You can access March 2023, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register …
Strategy March 2023 | Surrey Australian Equities Fund Investment Read More »
The Surrey Australian Equities Fund (SAEF) returned -1.2% after all fees materially outperforming the Small Ordinaries Accumulation Index (XSOAI) return of -3.7%. You can access February 2023, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here for more information. If any investor …
Strategy February 2023 | Surrey Australian Equities Fund Investment Read More »
January provided a positive start to Calendar Year 2023 with the Surrey Australian Equities Fund up +5.22% after all fees. You can access January 2023, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here for more information. If any investor would be …
Strategy January 2023 | Surrey Australian Equities Fund Investment Read More »
December concluded a challenging 2022 for equity markets with the Surrey Australian Equity Fund returning -4.6%. We continue to deliver positive returns in absolute and relative terms to our key medium-term targets. You can access December 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. …
Strategy December 2022 | Surrey Australian Equities Fund Investment Read More »
Markets continued to rally in November as commentary around inflation and global interest rates became more dovish. The Surrey Australian Equities Fund (SAEF) returned +3.00% after all fees. You can access November 2022, Investment Strategy Update here. Unitholders, please note Mainstream Fund Services has changed its name to Apex Fund Services. You can click here …
Strategy November 2022 | Surrey Australian Equities Fund Investment Read More »
Markets rebounded in October in anticipation that central banks across the globe will ease their pace of interest rate rises. The Surrey Australian Equities Fund (SAEF) returned +5.59% after all fees. You can access October 2022, Investment Strategy Update here. If any investor would be interested in discussing the Funds’ performance in further detail, we …
Strategy October 2022 | Surrey Australian Equities Fund Investment Read More »
Markets across the globe were weak in September with the Small Ordinaries Accumulation Index (XSOAI) down -11.2%. The Surrey Australian Equities Fund (SAEF) while down, bettered the XSOAI returning -9.6% after all fees, and has now outperformed the XSOAI by 7.8% after all fees since inception. You can access September 2022, Investment Strategy Update here. If any …
Strategy September 2022 | Surrey Australian Equities Fund Investment Read More »