We were delighted to partner with the 2025 Sydney Harbour Concours d’Elegance and to see many of you come together to share a great passion for cars at the Southern Hemisphere’s leading Concours event.
Since 1952, La Trobe Financial has been committed to putting the customer at the heart of everything we do, whilst carefully stewarding investor capital. Today, we manage over $20 billion in assets on behalf of over 100,000 investors^, constructing our portfolios to perform no matter what the market throws at us, and provide investors with a choice of low volatility, consistent income-generating products.
Today, tomorrow and always.
*Current variable rate effective as at 1 March, 2025. Rate after fees, reviewed monthly.
Seven decades of experience. Over 550 staff. The scale to bring opportunities to investors that other managers cannot access.
Time-tested** portfolios with proven performance across every economic cycle.
A commitment to high quality assets and disciplined investment processes delivering resilient performance across the market cycle**.
Create your La Trobe Direct online account today. La Trobe Direct gives you online access to our range of investment options.
Verify your identity and we’ll assign you with your unique La Trobe Direct investor number.
Login to your La Trobe Direct online account. Connect a deposit method, select your investment product and deposit funds.
We are always here to help. Talk to our friendly Asset Management team and find the investment option that suits your goals.
^ 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 trusts or SMSFs.
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.
*The rate of return is reviewed and determined monthly and may increase or decrease each month. The rate of return applicable for any given month is paid at the start of the following month. The rate of return is not guaranteed and is determined by the future revenue of the Credit Fund and may be lower than expected.
An investment in the Credit Fund is not a bank deposit, and investors risk losing some or all of their principal investment. Withdrawal rights are subject to liquidity and may be delayed or suspended.
**Past performance is not a reliable indicator of future performance.
