06 June 2022

La Trobe Financial’s flagship investment account ‘Recommended’ by leading ratings agency

La Trobe Financial today announced that its 12 Month Term Account has had its ‘Recommended’ rating confirmed from leading independent fund ratings agency, Zenith Investment Partners (Zenith), following its annual rating of the flagship account.

In assigning their ratings, Zenith analyse funds through a rigorous methodology taking into account a number of key operational and risk factors including portfolio construction; scale; stability; risk management; investment philosophy; performance against benchmark and overall team depth and experience.

Chris Paton, La Trobe Financial’s Chief Investment Officer, commented, “We are proud to be recognised by Zenith, one of Australia’s most respected research and investment businesses, for the outstanding performance of the 12 Month Term Account, particularly on the back of what has been a challenging two years for investors. Our focus on providing low-volatility income at all points across the economic cycle continues to deliver for investors.”

Mr Paton expanded, “These strong ratings are a testament to the underlying fund quality and the value generation for our investors in the 12 Month Term Account, which now totals over $6 billion in assets under management.”
In this current period of unprecedented economic volatility, Zenith highlighted a number of key strengths of La Trobe Financial:

•  Zenith believes the Fund represents “a differentiated offering relative to traditional Fixed Income strategies, and an attractive entry point for those seeking to gain exposure to prime and near-prime mortgages.”

• “Zenith considers the Credit Fund suitable for those seeking capital stability and an income return in excess of the cash rate, through the investment cycle.”

• “La Trobe has established a sound track record in this sector, which Zenith believes is the result of their deep lending experience spanning over 70 years as an organisation.”

Chris Andrews, La Trobe Financial’s incoming Chief Executive Officer added, “We remain committed to the highest standards of credit and investment discipline, across all of our $14 billion in AUM. The Zenith research team has held an outstanding reputation for accuracy and reliability in property and funds management assessment for years, and we welcome their rating of our 12 Month Term Account.”

To view the full Ratings report, click here.

About La Trobe Financial

Established in 1952 and with $14 billion of assets under management, La Trobe Financial is one of Australia’s oldest credit asset managers, specialising in credit investment solutions and real estate finance. La Trobe Financial has been a proven and trusted investment partner for institutional and retail investors for seven decades, operating Australia’s largest retail Credit Fund with over $7.5 billion in assets under management and 80,000 retail investors. La Trobe Financial has 6,000 distribution points across its two divisional arms – Wealth products are distributed through 2,500 advice practices; and real estate credit finance is distributed through 3,500 brokers. La Trobe Financial employs over 400 staff over 4 offices.

La Trobe Financial is regulated by the Australian Securities & Investments Commission (ASIC) and holds the requisite regulatory AFSL and ACL to operate the Credit Fund, place RMBS issuances, and provide credit services.

For further details please visit our website.

La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321. It is important for you to consider the Product Disclosure Statement for the Credit Fund in deciding whether to invest, or to continue to invest, in the Credit Fund. You can read the PDS and the Target Market Determinations on our website or ask for a copy by calling us on 13 80 10.

La Trobe Financial is regulated by the Australian Securities & Investments Commission (ASIC) and holds the requisite regulatory AFSL and ACL to operate the Credit Fund, place RMBS issuances, and provide credit services.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) “Recommended” rating assigned to the La Trobe Australian Credit Fund 12 Month Term Account APIR Code LTC0002AU on 31 May 2022 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.