Rated ‘Commended’ by Evergreen Ratings

The Aura High Yield SME Fund has received a Commended rating from Evergreen Ratings. This is a current rating and was issued in October 2020.

“This is a Fund or Investment Product that has scored well across all areas of Evergreen Ratings’ research and analysis framework. As a result, Evergreen believes it has a high probability of achieving its investment objectives. It is likely to be appropriately designed, with appropriate fees and have sufficient, high quality systems and resources, including risk management and corporate governance, to ensure that it provides investors with an appropriate experience.” 

Investment ratings and product complexity indicators are assigned by Evergreen Ratings according to the published methodology disclosed on their website: Research Methodology

Disclaimer:

Ratings and research reports provided by Evergreen Ratings Pty Ltd (ABN 91 463 905 257, Authorised Rep No 001283552) are limited to “General Advice”, do not taking into account any individual investor’s objectives, financial situation or needs and are based solely on the assessment of the investment merits of the financial product. They are not a specific recommendation to purchase, sell or hold the relevant product(s) and do not have regard to the particular circumstances or needs of any specific person who may read them. Individual investors should seek their own independent financial advice before making an investment decision. No part of any research report is a solicitation to buy or sell any investment. Research reports are prepared exclusively for clients of Evergreen Ratings and are only for the use of wholesale clients. They are current as at the date of their preparation and may be updated, replaced or withdrawn at any time. Past performance of a fund is not a reliable indicator of its future performance.

 

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