InvestmentMarkets Investor Webinar March 2024

Wholesale Investors Only The product(s) mentioned in this presentation is available to wholesale investors only. It is not applicable to or appropriate for retail investors.

Aura High Yield SME (AHYSME) Fund aims to provide stable monthly income from a diversified portfolio of debt securities, principally issued by lenders to SME businesses in Australia. Roger Montgomery is the Founder and Chairman at Montgomery, he established Montgomery Investment Management in 2010 and has cemented his status as an expert in the industry. Brett Craig is a Director at Aura Credit Holdings, he previously worked at Macquarie and is a trailblazer in Australian Private Credit.

Disclaimer

  • • The presentations made during this seminar are for informational and promotional purposes only.
  • • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
  • • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
  • • All securities and financial products involve risks.
  • • Past performance of any product is not a reliable indication of future performance.
  • • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
  • • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
  • • These presentations were made as at 19-21 March, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

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Medtech: a growth engine to diversify your portfolio

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Tue 23 July 2024 | Jacob Celermajer
Medtech: a growth engine to diversify your portfolio
The core thesis behind an investment in medical technology is threefold; i) medtech has returned 14.1% p.a. (USD) over the past decade, and is still only in the early stages of a long-term secular trend, ii) medtech is underwritten by strong demographic tailwinds and oligopolistic industry structure, driving top-line growth and bottom-line profitability, and iii) it is a strong impact investment opportunity, promoting a healthier population and easing global financial burdens.
Hotels as an alternate investment class, how hotel performance compares to other core real estate

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Thu 21 Mar 2024 | Glen Boultwood
Hotels as an alternate investment class, how hotel performance compares to other core real estate
Hotels deliver a higher yield compared to other core property sectors including office, retail and industrial, and compare favourably on a volatility adjusted returns basis. in addition, Australian hotel demand levels continue to grow despite short term demand shocks such as the Covid-19 pandemic and GFC.
Income investing the Market Matters way

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Thu 21 Mar 2024 | James Gerrish
Income investing the Market Matters way
The Market Matters Active Income Portfolio combines Australian large cap listed equities with a value focus together with other asx listed income securities, including hybrid securities and other listed income funds. James Gerrish is Market Matters’ Lead Portfolio Manager, guiding members through daily commentary and directing the Market Matters portfolios, he brings with him 20 years of experience.