FINANCIAL YEAR END 30 JUNE 2026

The Montgomery Fund 
-    With the conclusion of the 2026 financial year, The Montgomery Fund will pay a distribution of 5.4374 cents per unit. 
-    Payment of distribution will be on 16/07/2026.
-    Year-end financial statements will be sent via email from Fundhost on 16/07/2026. 


Montgomery [Private] Fund 
-    With the conclusion of the 2026 financial year, the Montgomery [Private] Fund will pay a distribution of 10.6242 cents per unit. 
-    Payment of distribution will be on 20/07/2026.
-    Year-end financial statements will be sent via email from Fundhost on 20/07/2026. 


Montgomery Small Companies Fund 
-    With the conclusion of the 2026 financial year, The Montgomery Small Companies Fund will pay a distribution of 6.0806 cents per unit. 
-    Payment of distribution will be on 16/07/2026.
-    Year-end financial statements will be sent via email from Fundhost on 16/07/2026. 


Australian Eagle Trust 
-    With the conclusion of the 2026 financial year, The Australian Eagle Trust will pay a distribution of 7.2900 cents per unit. 
-    Payment of distribution will be on 21/07/2026.
-    Year-end financial statements will be sent via email from Apex on 29/07/2026. 


Aura Private Credit Income Fund 
-    Payment of distribution will be on 14/07/2026.
-    Year-end financial statements will be sent via email from One Registry Services on 31/07/2026.


Aura Core Income Fund 
-    Payment of distribution will be on 14/07/2026.
-    Year-end financial statements will be sent via email from One Registry Services on 31/07/2026.

 

For any further queries, we've included the relevant unit registry contact details for your convenience.

Montgomery:

Fundhost

Phone:+61 2 8223 5400

Email: admin@fundhost.com.au

 

Aura Private Credit:

One Registry Services

Phone: +61 2 8188 1511

Email: info@oneregistryservices.com.au

 

Australian Eagle Trust:

Apex

Phone: 1300 133 451

Email: registry@apexgroup.com

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