The world is volatile. Your financial future doesn’t have to be.
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.
Private Credit is a compelling and rapidly growing alternative for investors seeking steady growth and monthly income, without the sharp ups and downs of public markets.
“The world is volatile. Your financial future doesn’t have to be.”
It’s a simple message, and one that resonates.
Access two high-quality private credit funds that have consistently delivered robust returns of up to 9.56 per cent ** p.a. since inception – with no negative months and no capital loss to date.
Learn more about our private credit funds here.
Contact us
Have a question? Want to know more? We’d love to speak with you about how private credit can potentially enhance return. Simply email investor@montinvest.com or call Rhodri Taylor, Account Manager on (02) 8046 5000.
Thank you for your interest and support.
Warm regards
Roger Montgomery
Disclaimer
* Performance of the Aura Core Income Fund since its inception on 4 October 2022. Net returns after fees and expenses as at 30 June 2025 and assumes reinvestment of distributions.
** Performance of the Aura Private Credit Income Fund since its inception on 1 August 2017. Net returns after fees and expenses as at 30 June 2025 and assumes reinvestment of distributions.
This is general information and doesn’t take your personal circumstances into account, so seek independent advice before investing. Investing involves risk, including the possible loss of principal. Past performance is not a reliable indicator of future performance. Return of capital or rate of distribution is not guaranteed. Montgomery Investment Management holds AFSL number 354564.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
