Investments
> Investment Options
> Direct Mortgages
Direct Mortgages Option, from 7.50% p.a.^ Individual Mortgages
Take control of your investments
Are you the type of person who likes to control their investments? If so, you should speak to our friendly investment specialists about the Direct Mortgages Option. In the Direct Mortgage Option, we provide you with details of each of our independently - sourced investment opportunities. Once you have considered details of the borrower, the loan and the security property, you decide whether to invest. No stress - no pressure.
Ask our friendly investment specialists for a copy of our list of available investments today!
- all loans secured by a registered first mortgage over a property in Australia
- individualised loans independently sourced by La Trobe Financial
- detailed summary of loan provided to investors
- investors decide whether and how much to invest in a loan
- outstanding returns to investors (from 7.50%p.a.)^
- returns paid monthly
- no fees
- personal service from our friendly investment specialists
- the security of a manager with over 60 years experience
|
Sector Allocation (%)
|
Geographic Allocation (%)
|
| Option Size |
$183.63m |
| No of Mortgages |
561 |
| Average LVR (%) |
56.70% |
| No of Investors |
1,999 |
| Average Investment |
$327,296 |
| Current~ |
8.37% |
| Historical figures are as at 30 June 2011 |
| 6 mths |
8.48% |
| 1 yr |
8.58% |
| 2 yrs pa |
8.54% |
| 3 yrs pa |
8.57% |
| 5 yrs pa |
9.21% |
| 0-6 months |
$93.88m |
51.13% |
| 7-12 months |
$37.90m |
20.64% |
| 1-3 years |
$35.10m |
19.12% |
| 3+ years |
$16.73m |
9.11% |
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.
* Withdrawal rights are subject to liquidity and may be delayed.
# Past performance is no guide to future performance.
~ These rates represent the average rates payable on the high yield option and may not be indicative of the returns on the investment selections of individual investors.