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.
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Australia’s premier alternative asset manager this week announced that a milestone $20 billion in AUM has been reached.
18 July 2024
Last year, we launched La Trobe Global Asset Management as a new product series designed to bring the best of the investment world to Australian investors. We are targeting the delivery of quality products which are unique, or have traditionally been hard-to-access for Australian retail investors.
20 June 2024
Did investor demand for private assets see more companies go private? Or did more quality companies opting to raise capital through private market attract investors? It’s a little bit of ‘chicken and egg’. Private capital markets are increasing significantly in size globally, and there is opportunity all over. Because having reached a critical mass, there is significant opportunity coming for retail investors to now participate right across private markets.
24 May 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.
#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.
