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Australia’s Premier Alternative Asset Manager

La Trobe Financial is Australia’s premier alternative asset manager, providing finance & investment solutions for 130,000 customers globally. For over seventy years, we have been trusted to deliver market-leading returns and to provide financial solutions that make dreams a reality.

$20bn

assets under management

Investments

As a trusted investment partner for almost 100,000 investors^, La Trobe Financial manages high quality portfolios designed to deliver in good times and in bad. No matter your investment timeframe, you can make your money work harder with La Trobe Financial – a multi award-winning investment manager.

Some of our Awards

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.

Our Personal Service Makes the Difference

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.

We Can Help
We provide a number of ways to contact us. To select the contact method that best suits your needs, visit our Contact Us section.
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^ 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.

#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.