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In February 2013 La Trobe Financial won the following two awards at the IAIR awards in Hong Kong:
Excellence and Innovation in Fund Management Independent, Australia
For the admirable attention to innovation that has been able to keep abreast of money inflow and outflow. It’s what makes it a real boutique dedicated to productivity growth and sustainable business.
Excellence in Mortgage Fund Management Independent, Australia
For excelling in the expertise to manage mortgages and cash developed over sixty years thanks to the successful business model and the customized service offered to retail investors.
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In April 2013 Lonsec gave a "Recommended" rating to the La Trobe Financial Australian Mortgage Fund - Pooled Option.
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In
January 2013 Zenith gave a "Recommended" rating to the La Trobe Financial Australian Mortgage Fund - Pooled Option.
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In
December 2012 SQM Research gave a 4 star rating to the La Trobe Financial Australian Mortgage Fund - Pooled Option.
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For the fourth year in a row (2010, 2011, 2012, 2013) La Trobe Financial's Pooled Mortgages Option (“PMO”) has been recognised as the 'Best Mortgage Fund in Australia' by respected financial journal, Money magazine.
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In 2009, La Trobe Financial was awarded "Top Ranked Mortgage Fund" by Smart Investor Magazine (Australian Financial Review.)
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Total Return (Score - 5) The highest 20% of funds in each group are named Lipper Leader or a score of 5 for total return. More information is available at www.lipperweb.com
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