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Since 1952 La Trobe Financial has managed in excess of $9.3 Billion covering 96,000 individuals who required investments and mortgage finance. We operate one of
Australia's largest mortgage trusts. La Trobe is an independent and flexible source of investment products and we fully manage all of our investments. Our products are
tailored to best meet your individual needs and provide you with an opportunity to invest and reach your financial goals.
Investment benefits include:
Click on any of the sections below to reveal more details.
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Simple Products
No Entry Fees
There are no entry fees or ongoing investment or trustee fees charged to your account. What you see is what you get with the rates of return advertised.
Additional Monthly Income
Your money is managed by investment professionals with considerable experience in both mortgage lending and the management of mortgages. You have a right
to receive interest every month or reinvest your interest, and you will receive a monthly statement of your investment holdings.
The Fund has recently been independently reviewed and rated 4 Stars by Property Investment Research (PIR). PIR is Australia's leading
provider of authoritative and independent property research and analysis to investment managers, financial planners, stock brokers, corporate advisors
and property professionals, on Australia's $20 billion property sector.
PIR Report here.
Personal Service
You won't be talking to an answering machine at La Trobe Financial. With La Trobe Representatives across Australia, and our 1800 707 707 national
Investor Liaison Desk open 8am to 6pm Mon-Fri and 10am-3pm Saturdays, you will be personally assisted with your Investment queries from start to finish.
Simply call - you don't need an appointment. Speak to any of our
Funds Management Team.
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| Our Promise to You |
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Our Fund offers investors the opportunity to invest in cash or a range of loans secured by registered mortgage over real property located
across Australia. The La Trobe Australian Mortgage Fund ('the Fund") presently has over 3,500 registered investors, covering individual
investors, private superannuation funds, through to very large institutional investors. We give your money the interest it deserves.
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| *The rates of return from the Fund are not guaranteed and are determined by the future profits of the Fund. |
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