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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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 2025
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).
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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,906.70 | 9.80 | -0.11% |
| CAC 40 | 8,122.03 | 34.61 | 0.43% |
| DAX 40 | 23,882.03 | 188.32 | 0.79% |
| Dow JONES (US) | 47,853.43 | 29.47 | -0.06% |
| FTSE 100 | 9,710.87 | 18.80 | 0.19% |
| HKSE | 25,935.90 | 175.17 | 0.68% |
| NASDAQ | 23,481.33 | 27.23 | 0.12% |
| Nikkei 225 | 51,028.42 | 1,163.74 | 2.33% |
| NZX 50 Index | 13,515.62 | 66.92 | -0.49% |
| S&P 500 | 6,854.12 | 4.40 | 0.06% |
| S&P/ASX 200 | 8,618.40 | 0.40 | -0.00% |
| SSE Composite Index | 3,875.79 | 2.21 | -0.06% |