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Investments > Ratings & Awards





In September 2011 Zenith gave a "Recommended" rating to the La Trobe Financial Australian Mortgage Fund - Pooled Option.
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In April 2011 Standard and Poor's gave a 4 star rating to the La Trobe Financial Australian Mortgage Fund - Pooled Option.
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In February 2012 SQM Research gave a 4 star rating to the La Trobe Financial Australian Mortgage Fund - Pooled Option.
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For the third year in a row (2010, 2011, 2012) 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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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.