The Surrey Australian Equities Fund (SAEF) returned +5% in September after all fees. This takes net Calendar Year 2024 Fund returns to +11.2%, outperforming the Small Ordinaries Accumulation Index (XSOAI).
The Fund had some positive earnings updates during the month while also seeing positive announcements in early October which we discuss in more detail via the September 2024 Investment Update link below.
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
Managing Director
Surrey Asset Management
Level 47, 80 Collins Street, (North Tower) Melbourne VIC 3000.
Email: nmaclean@surreyassetmanagement.com Mobile: 0425 726 305