Effective Tuesday 2 July 2024, the Aura High Yield SME Fund was renamed to the Aura Private Credit Income Fund.
This does not impact client's investments in the Fund, and clients are not required to take any action as a result of this name change.
Reason for the change
The decision to rename the Fund was made to more accurately reflect its objectives, investment strategy and lending activities. The new name was chosen based on feedback from industry participants, investors, stakeholders, and internal teams.
Impact on current investments
There is no change to the management of any investments in the Fund. No action is required from clients and all documentation and information has been updated automatically.
From 2 July 2024, any future statements and reports will reflect the new name. Historical reports will retain the original name.
Frequently asked questions
You can access a list of frequently asked questions regarding the name change here. Or view the Fund’s page on our website here.
Who can I speak to about the name change?
If you have any further questions or concerns, please contact our team using the contact details below. We are here to assist you and provide any additional information you may need.
Retail investors:
For further information, please visit the Montgomery website or contact Toby Roberts, Account Manager or David Buckland, Chief Executive Officer or on (02) 8046 5000 or investor@montinvest.com
Advisers and researchers:
For further information, please visit Montgomery’s website or contact a member of the Montgomery Distribution Team.
Disclosure: Units in the Aura High Yield SME Fund (Fund) are issued by Aura Funds Management Pty Ltd (ABN 96 607 158 814, Authorised Representative No. 1233893 of Aura Capital Pty Ltd (ABN 48 143 700 887, AFSL No. 366 230)) (Aura). Aura is the trustee of the Fund and a subsidiary of Aura Group Pty Ltd. 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) as the authorised distributor of the Fund. An investment in the Fund must be through a valid paper or 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. The investment returns or repayment of capital of the Fund are not guaranteed. The value of an investment may rise or fall and you may risk losing some or all of your capital. Past performance is not a reliable indicator of future performance.