Aura Group

I joined Ausbiz to explore why private credit is attracting growing interest from investors. It can offer equity-like returns with far less volatility, while providing both diversification and  income. With stretched markets and retirees prioritising stability, private credit is fast emerging as a mainstream asset class in Australia. continue…

by Roger Montgomery Posted in Aura Group, TV Appearances.

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As we approach September 22, 2025, Westpac is set to redeem all $1.7 billion of its Westpac Capital Notes 5 (WCN 5, ASX code: WBCPH). It’s the beginning of an avalanche of cash to be returned to investors – mostly Boomers – that will need to find a home elsewhere. Why? Because the Hybrid market is being closed down, shuttered or phased out. continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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We are pleased to announce that independent research house Lonsec has completed its inaugural reviews of the Aura Private Credit Income Fund (for wholesale investors) and Aura Core Income Fund (for wholesale and retail investors). Both strategies have received an ‘Investment Grade’ rating, meaning Lonsec have conviction the strategies can meet their respective investment objectives. continue…

by Dean Curnow Posted in Aura Group, Montgomery News and Updates.

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In today’s dynamic financial landscape, and with public market volatility constantly rising, investors are increasingly seeking opportunities that strike a balance between solid returns and stability and diversification. continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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Montgomery Investment Management recently celebrated the 8th anniversary of the Aura Private Credit Income Fund (the Fund), and its 96 consecutive positive monthly cash distribution, delivering a compound net return of 9.55 per cent per annum since inception in August 2017.* continue…

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Investors have faced wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recently, volatility driven by U.S. President Trump, Xi Jinping and Vladimir Putin.

While we can’t control these events, we can control where we invest.

That’s why we’ve launched a national campaign, developed with creative agency Mahlab, to spread awareness of the benefits of astutely managed private credit. continue…

by Roger Montgomery Posted in Aura Group, Feature Article, Montgomery News and Updates, Popular.

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Private credit is on the rise, capturing headlines and investor attention alike – but what’s driving the surge? In this conversation, I take us back to basics, cutting through the hype and fear to explain how private credit works, why it’s grown so rapidly, and what investors need to know to navigate the space wisely. From returns and risk to liquidity and diversification, this session dives into the real mechanics of this evolving asset class. continue…

by Roger Montgomery Posted in Aura Group, Popular, TV Appearances.

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In this video, Fraser Heard, Head of Partners Private, shares his perspective on the growing role of private credit within client portfolios. He outlines why private credit is emerging as a core asset class in Australia, particularly as investors seek income and diversification away from traditional sources. Fraser discusses how Partners Private evaluates private credit opportunities, with a strong focus on manager quality, transparency, risk discipline, and the structural benefits the asset class can offer. continue…

by Roger Montgomery Posted in Aura Group, Popular, TV Appearances.

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In this video, we hear from Russell, an experienced professional who chose to invest in private credit for a specific, short-term goal. Unlike long-term investors, Russell needed access to his capital within a defined timeframe for a property purchase. His story highlights how private credit can offer a flexible, lower-volatility solution for investors with clear time horizons – especially when public markets may not be suitable. continue…

by Roger Montgomery Posted in Aura Group, Popular, TV Appearances.

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There are a myriad of solutions offered for retirees to help manage their finances and wealth during their golden years. With people living longer, the questions of ‘will it last?’ and ‘how much can I expect?’ are fuelling the proliferation of tools, calculators and apps. Meanwhile, we know that anxiety and stress about money spike during life’s transitions, of which retirement is a big one. continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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