Individual investors

La Trobe Financial's retail investment offering has a multi award winning and independently rated retail investment option for individual investors. The Fund has over $500 million of funds under management (31st October 2012) and has been awarded the Best Mortgage Fund in Australia for the past four years for our Pooled Investment option.

La Trobe Financial offers a range of investment options to suit many investor's needs. Our expertise in managing mortgages and cash has been developed over sixty years. The aim of our investment options is to protect your capital, whilst producing regular, reliable income. We also offer personalised service, to make investing easy. The Company has evolved industrial strength processes to assess and administer our assets in a manner so as to provide a successful and repeatable business model. Group capital is sourced principally from wholesale investment mandates from banks, international global finance houses, and secondly from our retail Fund managed by our wealth management division. The retail Fund has consistently delivered and has been rated highly by various agencies (Zenith, Lonsec, SQM) and magazines like Lipper and Money magazine.

Our aim is to provide greater access for retail investors to investment grade assets which will return a premium over cash and bank bill rates presently in the market. Speak to our friendly investment specialists to learn more on 1800 818 818.



Products - Investment options


Key documents


Further Information


The core focus of
our products is
wealth creation and
management
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 Mortgage 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. ^ The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund and may achieve lower than expected returns. Investors risk losing some or all of their principal investment. The investment is not a bank deposit. * Withdrawal rights are subject to liquidity and may be delayed.