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Investment Options

La Trobe Financial is trusted to manage investments for over 100,000 investors globally~. We are committed to protecting your wealth and delivering market-leading returns across the cycle. The La Trobe Australian Credit Fund gives investors access to high-quality, time-tested^ portfolios. No matter your investment timeframe, we have a product to suit you.

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What Makes us Different?

Monthly Portfolio Report

We track and report on the performance of our fund every month. The latest report is available via our Forms Library or via the View Report button.

Property Credit Products

Australian Property Credit is a vast asset class, with $2.8 trillion in assets under management. The $10 billion La Trobe Australian Credit Fund offers investors an opportunity to access this asset class via a range of unique and time-tested investment accounts. With a focus on quality assets and disciplined investment processes, these accounts aim to preserve your wealth and provide low volatility income in good times and bad.

Whether you’re looking for short-term or long-term investment options, we have you covered.

How to Get Started

Some of our Awards

At La Trobe Financial, we are committed to delivering market leading investment solutions. With a strong performance record through every economic cycle^, the 12 Month Term Account has been judged the ‘Best Credit Fund – Mortgages’ for 15 consecutive years by the well-known finance journal, Money magazine.

~ Total investors is calculated by adding all individual & joint investors (which includes some investors with a current zero balance in their account) to reasonable estimates of investors investing via platform, trusts or SMSFs.

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

**We provide this risk classification as a guide and it describes the risk based on the investment strategy of the investment account and underlying asset base. In assessing the risks of each investment account, we have had reference to the categories of risk described in the Standard Risk Measure Guidance Paper for Trustees issued jointly by the Financial Services Council (of which we are a member) and the Association of Superannuation Funds of Australia dated July 2011.

#We will make every endeavour to release your funds after receiving your withdrawal request: within 2 business days for the Classic Notice Account, 90 days for the 90 Day Notice Account, and 180 days for the 6 Month Notice Account. However, we have 12-months under the Fund’s Constitution to fulfill the request. When determining whether to honour your withdrawal request within the specified timeframes we have to have regard to the Fund’s ability to realise for value the relevant assets and the best interests of investors. While there is a risk of not honouring your withdrawal request within 2 business days, 90 days or 180 days, it’s important to note that there has never been a case in the history of the Fund when we have not honoured a withdrawal request on time due to a lack of liquidity.

To the extent that any statement on this website constitutes financial product advice, that advice is general and has been prepared without considering your objectives, financial situation, or needs. Before deciding to acquire or continue holding an interest in the La Trobe Australian Credit Fund, consider the appropriateness of the advice having regard to your objectives, financial situation, or needs, and obtain and consider the Fund’s PDS and TMDs. When considering whether to acquire or to continue to hold an interest in the Fund, be aware that that (1) an investment in the Fund is not a bank or term deposit, lacking coverage under the Australian Government’s deposit guarantee scheme and posing a higher risk than a bank-issued term deposit; and (2) additional risks are associated with an investment in the Fund which are detailed in section 9 of the PDS. Full disclaimers are available here.