Surrey Australian Equities Fund
SPC2070AU
Surrey Australian Equities Fund SPC2070AU Strategy
The Investement Manager will be primarily focussed on investing in companies listed in the S&P/ASX Small Ordinaries Index while retaining capacity to invest up to 30% of the Fund in the ASX listed companies outside this benchmark. The Investment Manager believes this apporach offers attractive, under researched investment opportunities that can provide capital upside and growing dividend income over 5-year periods.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,165.70 | 2.00 | 0.02% |
| CAC 40 | 8,297.27 | 388.53 | 4.91% |
| DAX 40 | 24,086.19 | 1,164.60 | 5.08% |
| Dow JONES (US) | 47,916.37 | 1,331.91 | 2.86% |
| FTSE 100 | 10,658.69 | 309.90 | 2.99% |
| HKSE | 25,893.02 | 776.49 | 3.09% |
| NASDAQ | 22,643.98 | 626.13 | 2.84% |
| Nikkei 225 | 56,308.42 | 2,878.86 | 5.39% |
| NZX 50 Index | 13,253.94 | 184.28 | 1.41% |
| S&P 500 | 6,774.58 | 157.73 | 2.38% |
| S&P/ASX 200 | 8,951.80 | 21.00 | -0.23% |
| SSE Composite Index | 3,995.00 | 104.83 | 2.69% |