Celebrate another milestone – 96 positive consecutive monthly returns, 9.55% PA since the beginning

Celebrate another milestone – 96 positive consecutive monthly returns, 9.55% PA since the beginning

Montgomery Investment Management recently celebrated the 8th anniversary of the Aura Private Credit Income Fund (the Fund), and are 96 consecutive positive monthly cash distribution, which means that a composite net return of 9.55 percent per year in August 2017.*

The Aura Private Credit Income Fund, excluding distributed by Montgomery and Aura Group, is intended to offer attractive monthly income with targeted returns of 9-12 percent per year of a broad diversified portfolio of loans to small and medium-sized Australian corporates.

The partnership of Montgomery with Aura Credit Holdings started in 2022 and now distributes two private credit funds – the Aura Private Credit Income Fund (for wholesale investors) and the Aura Core Income Fund.

Investors in both funds have benefited from monthly income, without volatility of capital so far.

In addition to offering investors attractive returns without exposure to public markets, the investments of the fund in a select group of seven lenders and more than 13,000 loans offer diversification in various industries.

By carefully analyzing the earnings of companies that require loans in the short term, deep due diligence is the goal of producing attractive income and at the same time reduce the risk.

The track record of the Fund of 96 consecutive positive monthly returns, regardless of the gyrations on public markets, is proof of the success of the strategy, the investment philosophy and the approach.

Since the founding of August 2017, the Aura Private Credit Income Fund has delivered a composite net return of 9.55 percent per year on a basis revised by the distribution. And investors have received an average monthly income of 0.76 percent since its foundation.*

*Performance of the Aura Private Credit Income Fund since its foundation on 1 August 2017. Net return after reimbursements and costs on July 31, 2025 and assumes reinvestment of benefits.

If you want to know more, please contact David Buckland, CEO or Rhodri Taylor, Account Manager, on 02 8046,000. You can also learn more by clicking here: Read more about invest in Private credit With Montgomery.

Indemnification

You must read the relevant explanation of product knowledge (PDS) or Information Memorandum (IM) before you decide to acquire investment products. 

Past performance is not a reliable indicator of future performance. The return is not guaranteed and so the value of an investment can rise or fall. 

This information is provided by investments in Montgomery Management PTY LTD (ACN 139 161 701 | AFL 354564) (Montgomery) as an authorized distributor of the Aura Core Income Fund (ARSN 658 462 652) (Fund). As an authorized distributor, Montgomery has the right to earn distribution costs paid by the investment manager and the equity can be issued by the investment manager or entities related to the investment manager. 

The Aura Core Income Fund (ARSN 658 462 652) (Fund) is issued by One Managed Investment Funds Limited (ACN 117 400 987 | AFL 297042) (OMIFL) as responsible entity for the fund. Aura Credit Holdings PTY LTD (ACN 656 261 200) (ACH) is the investment manager of the fund and operates as a business -oriented representative (Car 1297296) of Aura Capital PTY LTD (ACN 143 700 887 | AFL 366230).  

You must obtain the product Disclosure Statement (PDS) and Doelmarkt determination (TMD) for the Aura Core Income Fund and carefully consider before you make a decision to acquire or continue to overcome or continue to overcome the fund. Applications for units in the fund can only be done via the online application form that belongs to the PDs. The PDS, TMD, continuous disclosure messages and relevant application form can be obtained from www.oneinvestment.com.au/auracoreincomefund or from Montgomery. 

The Aura Private Credit Income Fund is a non -registered investment scheme only for wholesale customers and is issued under an Information Memorandum by Aura Funds Management PTY LTD (ABN 96 607 158 814, authorized representative no. 1233893 of ABA CAPITAAL NOODAAL NOODAAL ABNAAL PTY. 700 887). 

All given financial product advice is only of a general nature. The information was provided without taking into account the investment objectives, financial situation or needs of a certain investor. Therefore, before you are included in the information in this report, you must obtain professional advice and consider whether the information is suitable in the light of your objectives, financial situation and needs.   

Montgomery, ACH and Omifl do not guarantee the performance of the fund, the reimbursement of any capital or any return. Investing in every financial product is subject to investment risks, 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. 

More from Rogerinvest with Montgomery

Roger Montgomery is the founder and chairman of Montgomery Investment Management. Roger has more than three decades of experience in fund management and related activities, including stock analysis, stock and derivative strategy, trade and effects. Prior to the establishment of Montgomery, Roger positions in Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

He is also the author of the best -selling investment guide for the stock market, value. Aabel-Hoe to appreciate the best shares and buy them for less than they are worth.

Roger regularly appears on television and radio, and in the press, including ABC Radio and TV, the Australian and Ausbiz. View upcoming media performances.

This message was contributed by a representative of Montgomery Investment Management PTY Limited (AFL No. 354564). The main purpose of this message is to provide factual information and not to provide financial product advice. Moreover, the information provided is not intended to give a recommendation or opinion about a financial product. However, each comments and opinion of opinion can only contain general advice that has been drawn up without taking into account your personal objectives, financial circumstances or needs. Therefore, before acting on the basis of one of the information provided, you must consider the suitability in the light of your personal objectives, financial circumstances and needs and you must consider requesting independent advice from a financial adviser if necessary before you make decisions. This message excludes specific personal advice.