Monthly income with a target return of 9%-12% p.a.
Delivered strong risk adjusted net monthly income on average 0.77 per cent p.a.
A diversified portfolio of lenders who lend small amounts over the short term to thousands of businesses
Inflation proof as returns are earned from the interest charged at a floating rate
Complement to existing client portfolios as the business loan asset class has low volatility and a low correlation to equities and property
Unique opportunity as traditional lenders (e.g. banks) are focused on lending to large business customers, leaving a niche opportunity for clients to provide funding to businesses and generate returns previously earned by traditional lenders
I am excited to commence the Distribution Partnership with Montgomery. We have spent a considerable amount of time with the team and are impressed with the client relationships that have been developed over the last decade, and the distribution capability within Montgomery. We look forward to providing a high-quality income solution to the Montgomery clients
BrettCraig
Portfolio Manager
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