Aims to deliver stable and consistent monthly income.
Aims to perform through the economic cycle. The Aura SME High Yield Fund has demonstrated that the SME loan asset class can deliver reliable income to investors through disruptive market conditions.
Returns are earned from interest generally charged at a floating rate above the RBA Cash Rate.
Low volatility and little correlation to public markets.
Exposure to the private debt asset class, that individual retail investors cannot easily access on their own.
Access to the investment expertise behind the highly successful wholesale-only Aura High Yield SME Fund (currently available to wholesale clients only).
A diversified portfolio of credit exposures across industries and geographies.
I am delighted to have expanded our relationship with Montgomery through the launch of the Aura Core Income Fund. We are excited to provide an access point to the Private Credit sector for the retail market through a strategy that follows the success and investment process of the wholesale client only Aura High Yield SME Fund.
Please complete the form below to receive full documentation on the Aura Core Income Fund. We encourage any financial advisers to use the adviser portal to access the PDS. See the Advisers Access button above.