Foresight Analytics
‘Superior’ ranking for La Trobe Financial Asset Management as the responsible entity of the Credit Fund – 2026
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.
Zenith Investment Partners1
La Trobe Australian Credit Fund – 12 Month Investment Account rated “Recommended” – 2026
La Trobe US Private Credit Fund – Class A Units rated “Recommended” – 2026
La Trobe US Private Credit Fund – Class B Units rated “Recommended” – 2026
Lonsec3
‘Recommended’ rating for the 12 Month Investment Account
‘Recommended’ rating for the La Trobe US Private Credit Fund Class A Units – 2025
‘Recommended’ rating for the La Trobe US Private Credit Fund Class B Units – 2025
SQM Research4
La Trobe US Private Credit Fund – Class A Units rated High Investment Grade “4 Stars” – 2026
La Trobe US Private Credit Fund – Class B Units rated High Investment Grade “4 Stars” – 2026
SQM Research4
Select Investment Account rated Highest Investment Grade “4.5 Stars” – 2026
12 Month Investment Account rated Highest Investment Grade “4.5 Stars” – 2026
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 – 2026
(Please contact your BDM for access to the report)
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
Real Estate Credit Finance Awards
Corporate & Management Awards
Explore La Trobe Financial
Careers
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Partnerships
Learn about our community activities and commercial partners.
ESG Initiatives
Learn more about our Environmental, Social and Governance strategy.
^Past performance is not a reliable indicator of future performance.
1 The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) ratings (LTC1706AU, LTC8436AU, LF1 and LTC0002AU assigned 30 Mar 2026, 30 Mar 2026, 30 Mar 2026 and 30 June 2026 respectively) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
2For all important information regarding BondAdviser Product Assessments please see the final page of the BondAdviser Fund Report or visit www.bondadviser.com.au.
3 The ratings published on 10/2025 for LTC0002AU La Trobe 12 Month Investment Account and on 10/2025 for La Trobe US Private Credit Fund Class A LTC8436AU and B LTC1706AU and La Trobe Private Credit Fund LF1 are issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2026 Lonsec. All rights reserved.
4 SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.