La Trobe Financial continues to lead the charge in asset management with their flagship 12 Month Term Account once again being recognised as Australia’s “Best Credit Fund – Mortgages” in the annual Money magazine Best of the Best Awards.

Chief Investment Officer, Mr Chris Paton, accepted the award on behalf of La Trobe Financial and commented “We are delighted that we continue to be recognised year in, year out as Australia’s Best Credit Fund. This is the fifteenth consecutive year that we have accepted this award and we could not be prouder of our unrivalled success.

We have always been focused on delivering low-volatility, consistent monthly income for our investors across all market cycles and this latest award is a reminder that our disciplines continue to perform even during the most challenging of environments. The fact that no investor has ever lost a cent of invested capital in our portfolio accounts speaks to the commitment we have to our investment fundamentals and our careful and disciplined approach to the construction and management of our investment portfolios”.

In announcing La Trobe Financial’s landmark achievement, Money reported that “Investors in La Trobe Financial’s Credit Fund have benefited from the group’s consistent returns and its 34 years of operation. The Credit Fund has pulled almost $10 billion in assets from more than 95,000 investors^ around the country and overseas.

Michelle Baltazar, editor-in-chief at Money magazine stated, “Congratulations to La Trobe Financial on an extraordinary 15-year winning streak. Their long-term commitment to delivering consistent returns while maintaining a stellar risk profile in this award category is highly commendable. Through economic ebbs and flows, La Trobe Financial has exemplified excellence, making this award well-deserved and truly earned”.

In the managed funds category, Money is aware that investors are looking for a balance of strong investment returns, investment risk management and capital protection. Judges of the awards were asked to identify factors including the variability in performance month to month, how performance compared with the market and peers, and which funds achieved the highest returns per unit of risk. This review was done over the short, medium and long term to 30 June 2023.

About La Trobe Financial

La Trobe Financial is Australia’s leading Alternative Asset Manager with $18 billion in assets under management. Since 1952 they have been driven to help people realise their potential. La Trobe Financial offers a range of specialist credit financing and investment solutions.

La Trobe Financial’s Credit Fund has consistently performed, remaining one of the most competitive in the market. The 12 Month Term Account has been recognised as the “Best Credit Fund – Mortgages” for 15 consecutive years by Money magazine and is Australia’s fastest growing retail fund in the 12 months to 31 May 2023.

Media Enquiries:

La Trobe Financial: Chris Paton, Chief Investment Officer +61 421 046 942

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.

La Trobe Financial Asset Management Limited Australian Financial Services Licence 222213 is the issuer of the La Trobe Australian Credit Fund. It is important for you to consider the Product Disclosure Statement (PDS) for the Credit Fund in deciding whether to invest, or to continue to invest, in the Credit Fund. To view our awards and to read the PDS and the Target Market Determinations refer to latrobefinancial.com or ask for a copy by calling us on 13 80 10.

Past Performance is not a reliable indicator of future performance.

^ 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.

To the extent that any statement in this media release constitutes financial product advice, that advice is general advice only and has been prepared without considering your objectives, financial situation or needs. You should, before deciding to acquire or to continue to hold 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 Product Disclosure Statement for the Fund.

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