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.

Ratings

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

Foresight Analytics

‘Superior’ ranking for La Trobe Financial Asset Management as the responsible entity of the Credit Fund – 2024

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Lonsec⁴

‘Recommended’ rating for the 12 Month Term Account – 2023

(Please contact your BDM for access to this report)

Zenith Investment Partners¹

La Trobe Australian Credit Fund – 12 Month Term Account rated “Recommended” – 2023

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SQM Research²

Select Investment Account rated Outstanding “4.5 Stars” – 2023

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SQM Research²

12 Month Term Account rated Outstanding “4.5 Stars” – 2023

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Lipper Ratings³

Lipper Ratings rates Classic Notice Account and 12 Month Term Account

View the report

Asset Management Awards

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

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

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

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

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

2020 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Term 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

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

International Finance Magazine Best Wealth Management Company

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

Self Managed Super Fund, Core Data Innovator - Advisor Choice

SMSF Advisor Fixed Income Provider

Capital Finance International Magazine Best Investment Management Team

Melbourne Financial Services Symposium Awards Special Mention - Innovation Award

Real Estate Credit Finance Awards

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

Money Magazine Consumer Award - Non Bank Lender of the Year

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

Australian Broker - Non Banks 5 Star Non-Bank

MPA Top Mortgage Employer

MPA Brokers on Non-Banks Awards Gold - Brand Recognition

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

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

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

SMSF Advisor Best SMSF Lender 2022

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

Australian Mortgage Awards Non Bank of the Year

The Advisor Commercial Mortgages

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

Australian Lending Awards Finalist - Best Specialist Lender

Corporate & Management Awards

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

CEO Magazine CEO of the Year - Financial Services

MAX Awards Community Print Campaign of the Year - Consumer

Women in Finance Finalist - Employer of the Year

Women in Financial Services Advocate of the Year

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ESG Initiatives

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