Dear Investors and Partners,
We sincerely thank you for your patience and support over the past week and, to confirm, the La Trobe Australian Credit Fund is fully operational and open for investment, along with our investment platform, La Trobe Direct.
At La Trobe Financial, our focus has always been on delivering quality investment products and providing human-centred service. We aim to build strong, trust-based relationships with our investors – and transparency is a cornerstone of that trust. It’s something we’ve proudly championed for over 15 years.
In that spirit, we’ll be sharing regular updates on our business and the broader market. These will cover our investment strategies, the resilience built into our portfolios, and the enhancements we’ve made to meet ASIC’s expectations.
This video discusses:
• The revised Target Market Determinations for our 12 Month Term and 2 Year Accounts
• The introduction of a Customer Attributes Questionnaire for new retail investors investing directly into our 12 Month Term and 2 Year Accounts
• Our investment platform, La Trobe Direct
For more information, please visit our dedicated information page which you can access via the button below or contact our Asset Management team on 1800 818 818. We’ve extended our contact hours to ensure we’re available when you need us.
Warm regards,
Chris Paton
Chief Investment Officer
La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence No. 392385. La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321, the La Trobe US Private Credit Fund ARSN 677 174 382 and the La Trobe Private Credit Fund (ASX: LF1) ARSN 686 964 312. It is important for you to consider the relevant Product Disclosure Statement (PDS) before deciding whether to invest, or to continue to invest, in a fund. Click here to view the PDSs and the Target Market Determinations or call us on 13 80 10 for a copy.
