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The Surrey Australian Equities Fund is pleased to provide the February 2020 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. Market volatility that is evident in February and March can make investment decisions in the short term difficult. At Surrey, we continue …

Commentary February 2020 | Surrey Australian Equities Fund Investment Read More »

Original Content from Livewiremarkets Livewire Markets Xero (XRO) looks set to become one of New Zealand’s great success stories. And like Phar Lap, Lorde, and other great Kiwi exports, we Australians seem set on claiming it as our own. But regardless of its origin, it’s become increasingly difficult to ignore this high quality, high growth firm. Even …

From Xero to Hero Read More »

January delivered a positive start to 2020 with the Surrey Australian Equities Fund increasing by +5% for the month.  Our rolling 12 month return now stands at +20%.  This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. Applications for …

Commentary January 2020 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund declined by 2.9% after all fees for the month of December. Total returns after all fees for the Calendar Year 2019 are +19.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. Applications …

Commentary December 2019 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund increased by +3.1% after all fees for the month of November. Total return after all fees for the Calendar Year 2019 are +23%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. The …

Commentary November 2019 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund declined by 1.69% after all fees for the month of October. Total return after all fees for the Calendar Year 2019 are +19%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. The …

Commentary October 2019 | Surrey Australian Equities Fund Investment Read More »

Original Content from Livewiremarkets Sezzle (ASX:SZL) is a recently listed buy now pay later (BNPL) business currently focussed on the North American market while also launching in Canada in April this year. Although there are some differences between the two, it’s business model is very similar to Afterpay (ASX:APT). Given the company is in its …

Can Sezzle do an Afterpay? Read More »

The Surrey Australian Equities Fund returned +2.2% after all fees for the month of September. Total return after all fees for the September quarter are +5.1% taking total returns for the Calendar Year 2019 to +21%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date …

Commentary September 2019 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund returned -2.6% after all fees for the month of August, outperforming the S&P/ASX Small Ordinaries Accumulation Index by +1.3%. Total returns for the Calendar Year 2019 after all fees are +18.5%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date …

Commentary August 2019 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund is pleased to report it returned +6% after all fees for the month of July taking total returns for the Calendar Year 2019 after all fees to +22.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the …

Commentary July 2019 | Surrey Australian Equities Fund Investment Read More »