13 April 2021

La Trobe Financial’s 12 Month Term Account and Peer to Peer Select Investment Account achieve ‘Superior’ rating once again by leading ratings agency SQM Research

Tuesday 13 April 2021 – La Trobe Financial, a Blackstone Portfolio Company, announced today the 12 Month Term Account and the Select Investment Account have again been awarded 4.25 star (‘Superior’) ratings by leading independent funds rating agency, SQM Research. This is an affirmation of the sector-leading rating both funds have received over many years and is a testament to the strength and resilience demonstrated by both investment offerings in times of economic volatility.
SQM Research conducts research and ratings on Australia’s major asset classes and funds. Its team of specialist fund analysts provide financial product ratings and market insights to assist the financial advisory industry to deliver well informed and quality advice to their clients.
In the comprehensive research reports completed for both the 12 Month Term Account and the Peer to Peer Select Investment Account, SQM Research reaffirmed their confidence in both products and noted the following strengths:

  • La Trobe Financial has built up a strong network, and a niche market in the Mortgage industry since 1952.
  • The Fund is run by very knowledgeable and experienced staff, with access to various resources in the Real Estate Credit and Asset Management teams. With over 400 staff members, La Trobe is amongst the largest players in this space.
  • The Fund is well diversified across geographical regions (states) and has a very large number of borrowers.
  • Arrears are managed effectively by working with the borrower and taking the required steps in order to bring them back in line with the payment schedule.
  • AUM growth has been very strong.

Chris Andrews, La Trobe Financial’s Senior Vice President, Chief Investment Officer, commented: “We remain acutely conscious of the fact that we are managing other people’s money. Our portfolios have been designed to deliver consistency across the cycle for all of our investors. For that reason, we have long valued SQM Research’s independent review of our offerings. We are delighted to have achieved yet another ‘Superior’ rating from SQM Research against the backdrop of volatility which has affected markets and other managers throughout 2020.
Now at $5.4 billion AUM and with 53,000 investors, the La Trobe Australian Credit Fund continues to see growth among retail investors and financial advisers as well as family office, NFP, corporate, private bank and international investors. Investors benefit in all business cycles from our disciplined investment program, refined across seven decades of unbroken commitment to our asset class. The continued growth of the Credit Fund has established La Trobe Financial as an excellent steward of other people’s money.”
Sandy Singh, Executive General Manager, Head of Fund Portfolio Management, further commented: “We are very pleased to receive this ‘Superior’ rating from SQM Research again and are proud to have maintained our rating since our last review, in volatile market conditions. The rating reflects our unwavering focus we place on careful asset selection and rigorous portfolio construction disciplines.”
La Trobe Financial will be making further announcements shortly.

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