Awards and Ratings – La Trobe Financial

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Awards & Ratings

We have been recognised by various awards and ratings programs for excellence in Asset Management, Real Estate Credit Finance and also at a Corporate level.

General Ratings

Ratings reports are only one factor to consider when deciding to invest. These reports are intended for the professional use of financial advisers only.

By accessing any of the reports below you are confirming that you hold an AFSL or are an authorised representative. View our Investor Disclaimer.

Please note that on 12 March, 2026, La Trobe Financial changed the name of the 12 Month Term Account, 2 Year Account and 4 Year Account to the 12 Month Investment Account, 2 Year Investment Account and 4 Year Investment Account respectively.

Foresight Analytics

‘Superior’ ranking for La Trobe Financial Asset Management as the responsible entity of the Credit Fund – 2025

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Zenith Investment Partners¹

La Trobe Australian Credit Fund – 12 Month Investment Account rated “Recommended” – 2025

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La Trobe US Private Credit Fund – Class A Units rated “Recommended” – 2025

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La Trobe US Private Credit Fund – Class B Units rated “Recommended” – 2025

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Lonsec³

‘Recommended’ rating for the 12 Month Investment Account

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‘Recommended’ rating for the La Trobe US Private Credit Fund Class A Units – 2025

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‘Recommended’ rating for the La Trobe US Private Credit Fund Class B Units – 2025

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SQM Research⁴

La Trobe US Private Credit Fund – Class A Units rated Superior “4 stars” – 2025

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La Trobe US Private Credit Fund – Class B Units rated Superior “4 stars” – 2025

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Select Investment Account rated Outstanding “4.5 Stars” – 2025

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12 Month Investment Account rated Outstanding “4.5 Stars” – 2025

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Ratings – La Trobe Private Credit Fund ASX:LF1

Ratings reports are only one factor to consider when deciding to invest. These reports are intended for the professional use of financial advisers only.

By accessing any of the reports below you are confirming that you hold an AFSL or are an authorised representative. View our Investor Disclaimer.

Zenith Investment Partners

“Recommended” rating for the La Trobe Private Credit Fund – 2025

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BondAdviser

“Approved” rating for the La Trobe Private Credit Fund – 2025

(Please contact your BDM for access to the report)

Lonsec

“Investment Grade” rating for the La Trobe Private Credit Fund – 2025

(Please contact your BDM for access to the report)

Asset Management Awards

Money Magazine Best Private Credit Fund – Mortgages – 12 Month Term Account

2026 Best of the Best – Private Credit Fund of the Year – Mortgages – 12 Month Investment Account

2025 Best of the Best – Private Credit Fund of the Year – Mortgages – 12 Month Investment Account

2024 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Investment Account

2023 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Investment Account

2022 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Investment Account

2021 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Investment Account

2020 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Investment Account

2019 Best Mortgage Fund in Australia – 12 Month Term Account

2018 Best Mortgage Fund in Australia – 12 Month Term Account

2017 Best Mortgage Fund in Australia – 12 Month Term Account

2016 Best Mortgage Fund in Australia – 12 Month Term Account

2015 Best Mortgage Fund in Australia – 12 Month Term Account

2014 Best Mortgage Fund in Australia – 12 Month Term Account

2013 Best Mortgage Fund in Australia – 12 Month Term Account

2012 Best Mortgage Fund in Australia – 12 Month Term Account

2011 Best Mortgage Fund in Australia – 12 Month Term Account

2010 Best Mortgage Fund in Australia – 12 Month Term Account

International Finance Magazine Best Wealth Management Company

2025 Best Wealth Management Company – Australia

2024 Best Wealth Management Company – Australia

2023 Best Wealth Management Company – Australia

2021 Best Investment Management Company – Australia

2020 Best Wealth Management Company – Australia

2019 Best Investment Management Company – Australia

2018 Best Investment Management Company – Australia

2017 Best Investment Management Company – Australia

2016 Best Investment Management Company – Australia

2015 Best Investment Management Company – Australia

2014 Best Investment Management Company – Australia

Capital Finance International Magazine Best Investment Management Team

2026 Best Investment Management Team – Australia

2025 Best Investment Management Team – Australia

2024 Best Investment Management Team – Australia

2023 Best Investment Management Team – Australia

2022 Best Investment Management Team – Australia

2021 Best Investment Management Team – Australia

2020 Best Investment Management Team – Australia

Financial Standard Investment Leadership Awards - Fixed Income – Alternative Mortgages

Le Fonti Global Awards Asset Manager of the Year - Asia Pacific

Self Managed Super Fund, Core Data Innovator - Advisor Choice

SMSF Advisor Fixed Income Provider

Melbourne Financial Services Symposium Awards Special Mention - Innovation Award

Real Estate Credit Finance Awards

Money Magazine Consumer Award - Non Bank Lender of the Year

MPA Brokers on Non-Bank Awards Best Non Bank, Commercial

MPA Brokers on Non-Banks Awards Foreign Non-Residents Lender

MPA Brokers on Non-Banks Awards Product Diversification Opportunities

The Adviser Commercial Mortgages

MPA Brokers on Non-Banks Awards Gold - Brand Recognition

MPA Brokers on Non-Banks Awards Commission Structure

MPA Brokers on Non Banks Awards Best Non-Bank, Interest Rates

MPA Brokers on Non Banks Awards Online Platforms & Services

MPA Brokers on Non-Banks Awards Interest Rates

International Finance Magazine Best Alternative Asset Manager - Lending

SMSF Advisor Best SMSF Lender 2022

Le Fonti Global Awards Non-Bank Institution of The Year - Asia Pacific

Self Managed Super Fund, Core Data Residential Property Loan - Advisor Choice

Australian Broker - Non Banks 5 Star Non-Bank

Kanga News Awards: Australian Market Deal Australian Securitisation Deal of the Year

Australian Mortgage Awards Non Bank of the Year

International Finance Magazine Best Non-Bank of the Year - Australia

Australian Lending Awards Finalist - Best Specialist Lender

Corporate & Management Awards

MPA Top Mortgage Employer

MAX Awards Community Executive of the Year

MAX Awards Community Marketing Campaign of the Year – Industry

MPA Mortgage Global 100

MPA Elite Women

Le Fonti Global Awards CEO of the Year, Wealth Management, Asia Pacific

Women in Finance Finalist - Employer of the Year

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^Past performance is not a reliable indicator of future performance.