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AURA CORE INCOME FUND: PROVIDING A SOLID ANNUAL PREMIUM OF RETURN FOR A GIVEN LEVEL OF RISK

JOIN ROGER MONTGOMERY AND BRETT CRAIG, DIRECTOR OF AURA CREDIT HOLDINGS, FOR AN INSIGHTFUL WEBINAR ON THE AURA CORE INCOME FUND. 

22 OCTOBER 2024 | 6:00PM AEDT

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CELEBRATING FIVE YEARS OF SMALL COMPANIES

WE ARE DELIGHTED TO CELEBRATE THE MONTGOMERY SMALL COMPANIES FUND’S FIVE-YEAR ANNIVERSARY. 

IN A SHORT VIDEO PORTFOLIO MANAGERS GARY ROLLO AND DOMINIC ROSE DISCUSS THE FUND’S IMPRESSIVE PERFORMANCE, AND SHARE THEIR INVESTMENT APPROACH AND OUTLOOK FOR SMALL CAPS.

WATCH THE VIDEO

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Investor Insights & Media

August 30, 2024

Reporting season quick takes 

By Roger Montgomery

Amid a hectic reporting week, we offer the following quick takes, highlighting the results of key, high-quality companies.   Cochlear (ASX:COH)  It was Cochlear’s guidance that caught some investors by surprise, particularly those that had set high expectations after 18 months of robust growth.
August 16, 2024

Can the Commonwealth Bank of Australia’s share price rally continue into FY25? 

By Roger Montgomery

Our domestic large-cap funds have maintained an underweight position in the banks, and even though the Commonwealth Bank of Australia (ASX:CBA) was, for a time, our largest position, being underweight in the sector has cost relative performance thanks to the Commonwealth Bank of Australia’s share price rallying as much as 23 per cent year-to-date and 35 per cent last financial…

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