In this video Roger Montgomery celebrates the 7th anniversary of the Aura Private Credit Income Fund, managed by Brett Craig of Aura Credit Holdings. The Fund, formerly the Aura High Yield SME Fund, has outperformed the stock market over its seven years, delivering steady returns with zero volatility, even through the COVID-19 pandemic. Offering monthly applications, redemptions, and a well-diversified loan pool, the Fund's key advantage lies in its strong track record and the alignment of interests with loan originators, who bear initial losses. The Fund has delivered an annual return of 9.64 per cent per annum to 31 July 2024, consistently surpassing its benchmark and providing stable monthly income.
Learn more about the Aura Private Credit Income Fund by clicking here.
Past performance is not an indicator of future performance. Returns are not guaranteed and so the value of an investment may rise or fall.
The Aura Private Credit Income Fund is an unregistered managed investment scheme for wholesale clients only and is issued under an Information Memorandum by Aura Funds Management Pty Ltd (ABN 96 607 158 814, Authorised Representative No. 1233893 of Aura Capital Pty Ltd AFSL No. 366 230, ABN 48 143 700 887)(Aura Group).
This information is for wholesale or sophisticated investors only and is provided by Montgomery Investment Management Pty Ltd (ABN 73 139 161 701, AFSL No. 354 564)(Montgomery) as the authorised distributor of the Fund.
An investment in the Fund must be through a valid online application form accompanying the Information Memorandum.
The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. Before making an investment decision you should read the Information Memorandum and (if appropriate) seek professional advice from a licensed financial advisor to determine whether the investment is suitable for you.
Montgomery and Aura Credit Holdings Pty Ltd (ACN 656 261 200, CAR 1297296) (Aura Credit Holdings), who is the Investment Manager of the Fund do not guarantee the performance of the Fund, the repayment of any capital or any rate of return. Investing in any financial product is subject to investment risk including possible loss. Past performance is not a reliable indicator of future performance. Information in this report may be based on information provided by third parties that may not have been verified.
Where information provided by Brett Craig, Portfolio Manager of the Fund, consists of General Advice, this is provided as an Authorised Representative (AR No. 001298683) of Montgomery.
Aura Group has entered into a Distribution Partner Agreement (Distribution Agreement) with Montgomery to distribute the Fund to its client base. Montgomery may receive a share of the fees you pay as well as potential equity in Aura Credit Holdings.