29 November 2019

Australia’s Best Credit Fund – 11 Years Running
La Trobe Financial announced today that it has been judged Australia’s Best Credit Fund - Mortgages in Money magazine’s prestigious 2020 Best of the Best Awards. This award marks a record 11 consecutive wins for La Trobe Financial’s flagship product, the 12 Month Term Account.

La Trobe Financial’s Chief Investment Officer Chris Andrews said, “For nearly seventy years, we’ve been delivering real value for investors through capital stable, income producing investments, which are particularly important in today’s low interest rate environment.”

“The Fund is designed with both short and long-term investors in mind. Investors can stay for the 12-month period or be automatically rolled over for a new term. It’s also an attractive option when new bond investors have to settle for either modest yield or increased credit risk,” continued Mr Andrews.

La Trobe Financial’s President & CEO Greg O’Neill OAM said he was thrilled to receive this important recognition for the 11th year in a row. “Our highly experienced team work hard every day to deliver consistently outstanding results for our investors. In the 2019 financial year alone, we returned an extraordinary $151.8 million in interest payments to investors.”

“It’s a privilege to lead a team who live and breathe our cultural value of ‘others before self’ and are absolutely committed to being responsible stewards of our clients’ hard earned savings,” continued Mr O’Neill.

The La Trobe Financial 12 Month Term Account has been rated ‘recommended’ by Lonsec and Zenith. It is also highly rated by SQM Research with a 4.25 star suggesting “that it outperforms its peers and benchmark most of the time and that management is of a high calibre”

About La Trobe Financial

Established m 1952 and with $12 billion of Assets Under Management, La Trobe Financial is one of Australia’s lead mg diversified wealth managers, specialising in funding and investment solutions. La Trobe Financial has been a proven and trusted investment partner for institutional and retail investors, operating Australia’s largest retail Credit Fund with $5 billion in assets under management and 50,000 retail investors. It is 80% owned by Blackstone, one of the world’s leading investment firms with more than US$649 billion of assets under management worldwide.

La Trobe Financial is regulated by the Australian Securities & Investments Commission and holds all requisite regulatory AFSL and ACL licences.

For further details please visit our website www.latrobefinancial.com.