Evergreen Ratings have a long history in the asset consulting space via a number of highly regarded investment professionals.
The Aura High Yield SME Fund has received a Commended rating from Evergreen Ratings.
Evergreen Ratings have a long history in the asset consulting space via a number of highly regarded investment professionals. The Commended rating is the second highest rating on a five-point scale. This rating was determined via an extensive screening process of Aura Group and the Aura High Yield SME Fund. Evergreen’s definition of the rating is as follows:
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.
We are proud to receive this rating from Evergreen as it is an additional independent and positive assessment of the Fund. The Aura High Yield SME Fund also holds a Very Strong rating from Australia Ratings, the second highest rating on a five-point scale. Meanwhile, the Fund continues to perform strongly, delivering 9.3% to investors in the last 12 months on a distribution reinvestment basis. It was the 3rd best-performing credit Fund in the Asia Pacific Region for the first half of 2020 according to Preqin Data.
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 They are current as at the date of their preparation and may be updated, replaced or withdrawn at any time.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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Aura Group subsidiaries issuing this information include Aura Group (Singapore) Pte Ltd (Registration No. 201537140R) which is regulated by the Monetary Authority of Singapore as a holder of a Capital Markets Services Licence, and Aura Capital Pty Ltd (ACN 143 700 887) Australian Financial Services Licence 366230 holder in Australia. View Privacy Policy here
The Aura High Yield SME Fund has maintained it’s “Very Strong – Complex Product” rating from Australia Ratings.
We are pleased to announce that the Aura High Yield SME Fund has received a Recommended rating from Atchison Consultants.
VERY STRONG indicates a very strong conviction that the management team can deliver a risk-adjusted return in line with its investment objectives.