You don't need complexity to. Join 38,000 other Investors in Australia's leading $5.6 billion Credit Fund.
Investment Accounts that have stood the test of time
Operating since 1952, La Trobe Financial is one of Australia’s premier credit and wealth managers, with international recognitions and strong growth in funds under management from both institutional and retail investors.
Our loan underwriting assessment process, conservative asset selection and careful portfolio construction safeguard your investment portfolio against the effects of individual asset shortfalls.
Five (5) Competitive Investment Accounts
The objective of our retail Credit Fund offering has long been to provide investors with a choice of capital-stable, income generating investment accounts. The Credit Fund’s continued positive performance in times of interest rate change continues to attract investor attention across the market.
Why choose to invest with La Trobe Financial?
Our focus on doing what we do best as a credit specialist has shown that if you "stick to your knitting", superior performance can be achieved through every economic cycle. Our aim is to provide greater access for investors to investment grade assets returning a premium over other comparable investment products.
Our Credit Fund has consistently delivered excellent results and is rated highly by independent research houses including Zenith, SQM Research, Lonsec, Australia Ratings and magazines such as Lipper Leaders and Money magazine.
For rating details click here.
We strive for excellence and deliver with distinction through:
- No investment entry fee
- Strong track record of performance
- Robust credit fundamentals relative to market
- Capital-stable asset class
- Regular monthly income
- Transparent corporate governance
- Consistent outperformance against benchmarks across short, medium and long term
- Favourable research ratings from leading independent research houses
- Multi-award winning and internationally recognised
- Direct access to our experienced investment team
Read about our Risk Management Systems
Connect with our investment experts today
We offer an investment product range that delivers simplicity, performance and capital-stable monthly income.