It takes a long time to build trust. For over seventy years, La Trobe Financial has been managing carefully selected portfolios sourced from the $2.8 trillion residential and commercial mortgage market. Our rigorous investment disciplines are time-tested and have produced market-leading returns for our investors in good times and bad. We are committed to protecting and growing our investors’ wealth. Today, tomorrow and always.
$20 bn
Assets Under Management
Support your home ownership journey with our residential loans. Tailored towards solutions for every life stage and financial goals.
Explore our commercial loans designed for PAYG and Self-employed borrowers. Tailored solutions for a property purchase, refinance or equity access.
At La Trobe Financial, we understand that investment trends come and go, but solid fundamentals perform across the cycle. That’s why we’re committed to those simple, foundational tenets which have provided a long history of impeccable performance for our investors: Quality assets, carefully selected & diversified, managed in transparent structures by skilled professionals.
01 October 2024
La Trobe Financial is delighted announce its inclusion in The Australian’s prestigious Top 50 Best Places to Work list.
11 September 2024
Australia’s premier alternative asset manager this week announced that a milestone $20 billion in AUM has been reached.
18 July 2024
At La Trobe Financial, we are committed to delivering market leading investment solutions. With a strong performance record through every economic cycle~, the 12 Month Term Account has been judged the ‘Best Credit Fund – Mortgages’ for 15 consecutive years by the well-known finance journal, Money magazine.
We are proud of our long-standing heritage of expert service. We are committed to delivering tailored investment and lending solutions with a genuine human touch.
+ Total investors is calculated by adding all individual & joint investors (which includes some investors with a current zero balance in their account) to reasonable estimates of investors investing via platform, trusts or SMSFs.
~ Past performance is not a reliable indicator of future performance.
* Current variable rate effective as at November 1, 2024. Rate after fees, reviewed monthly.
#We will make every endeavour to release your funds after receiving your withdrawal request: 2 business days for the Classic Notice Account, 90 days for the 90 Day Notice Account, and 180 days for the 6 Month Notice Account. However, we have a 12-months under the Fund’s Constitution to fulfil the request. When determining whether to honour your withdrawal request within the specified timeframes we have to have regard to the Fund’s ability to realise for value the relevant assets and the best interests of investors. While there is a risk of not honouring your withdrawal request within 2 business days, 90 days, or 180 days, it’s important to note that there has never been a case in the history of the Fund when we have not honoured a withdrawal request on time due to a lack of liquidity.
Any advice on our website is general and has been prepared without considering your objectives, financial situation, or needs. When making your investment decision, note that (1) an investment in our products is not the same as a term deposit, lacking coverage under the Australian Government’s deposit guarantee scheme and posing a higher risk than a bank-issued term deposit; and (2) additional risks are associated with an investment in our products which are detailed in section 9 of the La Trobe Australian Credit Fund PDS, and section 6 of the La Trobe US Private Credit Fund PDS respectively. Full disclaimers are available here.
