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The Surrey Australian Equities Fund is pleased to provide the November 2018 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. As always both Nick and Michael are available for discussion at any time. Nick Maclean & Michael Woolhouse Directors & Portfolio Managers …

Commentary November 2018 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund is pleased to provide the October 2018 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. Market volatility that was evident in October can make investment decisions in the short term difficult. At Surrey, we continue to focus …

Commentary October 2018 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund is pleased to provide the September 2018 update. September concluded the first quarter of Financial Year 2019 with the S&P/ASX Small Ordinaries Accumulation Index (XSOAI.ASX) falling 0.4% for the month while the S&P/ASX 200 Index (XJO.ASX) decreased 1.8% over the same period. The Surrey Australian Equities Fund was up 0.8% …

Commentary September 2018 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (Fund) is pleased to provide the August 2018 update where we share with you insights from inside the portfolio, discussing performance to date and our outlook moving forward. As always both Nick and Michael are available for discussion at any time. Nick Maclean & Michael Woolhouse Directors & Portfolio Managers Surrey …

Commentary August 2018 | Surrey Australian Equities Fund Investment Read More »

The Surrey Australian Equities Fund (Fund) is pleased to report it returned 1.8% (after fees) over the  benchmark, the Small Ordinaries Accumulation Index (XSOAI.ASX) for the month of July 2018. Responding to particular demand there will be an additional opportunity to invest in the Surrey Australian Equities Fund outside the normal month end opening time. …

Commentary July 2018 | Surrey Australian Equities Fund Investment Read More »

June marked the first month for the Surrey Australian Equities Fund (The Fund).  Over the month our benchmark, the Small Ordinaries Accumulation Index (XSOAI.ASX) increased by 1.06% which capped off a very strong annual increase of 24% for FY18. The Fund is committed to investing strictly in accordance with our investment process as we aim …

Commentary Month to 30 June 2018 | Surrey Australian Equities Fund Investment Read More »

A Message from the Directors Dear Investor, We are pleased to invite you to invest alongside us in the Surrey Australian Equities Fund. Surrey Asset Management was founded in 2017 with the intention of managing the Investment Managers’ funds via a product that seeks to deliver strong absolute and relative returns through investing in ASX …

Surrey Asset Management Launches the Surrey Australian Equities Fund Read More »

To obtain a copy of our Information Memorandum & Application Please go to our how to invest page and fill out the simple form. Once you Submit your details, press the Download button to obtain a PDF of the documents. For any questions, please contact us on: Phone: +61 3 9691 5490 Email: info@surreyassetmanagement.com

We’re pleased to invite you to the 2018 Surrey Asset Management “Meet the Managers” Information opportunity. The meeting will consist of insights into the Surrey Australian Equities Fund and an opportunity to meet Portfolio Managers Nick Maclean & Michael Woolhouse. This will provide a fantastic opportunity for the Investment Managers to explain the strategy of the fund, …

Meet the Investment Managers Read More »

By Sarah Thompson : AFR Street Talk Editor You can’t cross Macquarie Street without running into a small caps manager raising money so it’s logical the newest strategy in this space comes to us from Melbourne-based Surrey Asset Management. Surrey will be a long-only Australian smalls portfolio but with scope to invest up in the top 100 when …

AFR: Surrey Asset Management joins the small cap cash rush Read More »