3 Year High Yield Investment Account

medium to high risk rating

Our 3 Year High Yield Investment Account offers a diverse range of investment opportunities for experienced investors over a longer duration.

Our High Yield Investment Account is an investment where you are provided with the key details of the investment and security for consideration.

You then get to choose whether to invest.

  • 3 year term
  • investments returning from 7.00%p.a. paid monthly*
  • all secured by a registered mortgage over real property in Australia
  • assets of a specialised nature - suited to experienced investors
  • occassionally some 2nd mortgages on a peer-to-peer select basis may be available
  • no entry or exit fees (if investment held to maturity)
  • personal service from our investment specialists
  • the security of a manager with over 65 years' experience
  • minimum investment of $100,000
Quick Facts Value
Account Size $60.7m
Cash & Liquid Investments $0.3m
Credit Assets $35.0m
Mortgages $25.4m
No of Mortgages 85
Average LVR (%) Varies per individual investment
No of Investors 179
Average Investment $298,789
Largest Investment $8,291,010
Fixed Rate Exposure 91.1%
Variable Rate Exposure 8.9%
Arrears 0.6%
As at 30 September 2017
FAQs about our High Yield Investment Account


Performance Value
1 month 0.98%
3 months 2.97%
6 months 6.03%
1 year 12.49%
2 years 12.25%
3 years 11.90%
5 years 11.65%
As at 30 September 2017
Maturity Profile Amount Percent
0-6 months $22.6m 88.8%
7-12 months $1.2m 4.9%
1-3 years $0.0m 0.0%
35 years $0.0m 0%
5+ years $1.6m 6.3%
As at 30 September 2017

All Investment Products

Key Investor Documents:

La Trobe Financial Asset Management Limited ABN 27 007 332 363 & LFS Licence No 222213 is the issuer and manager of the La Trobe Australian Credit Fund.
It is important for you to read the Product Disclosure Statement for the Fund before you make an investment decision. The PDS is available here or by calling 1800 818 818.
You should consider carefully whether or not investing in the Fund is appropriate for you.
* Please refer to the disclaimers link on this page for full disclaimers.