Dear Investors and Partners,
Yesterday we shared the important news that the La Trobe Australian Credit Fund is now fully operational and open for investment, as is our investment platform La Trobe Direct. We thank you for your patience and support during the events of the last week.
At La Trobe Financial, we have always had as our focus the delivery of quality investment products, and high levels of human-centred customer service. We do this to develop deep relationships with our investors anchored in trust. A key tenet of your trust is transparency, something we have championed as a business for the last 15 years.
In the spirit of transparency, we will be providing regular updates to you on all facets of our business and the market more broadly. This will include our investment strategies, the resilience built into our portfolios, and the enhancements we’ve made to meet ASIC’s expectations.
In today’s video update, we provide an update on the portfolios continuing to support the payment of resilient monthly income for investors and the ample liquidity we hold within our portfolios and our business more broadly.
We know that moments like these raises questions, and we welcome them. If you have any particular matters you would us to address in our regular updates, please don’t hesitate to reach out to us.
On behalf of everyone at La Trobe Financial, we thank you for your continued trust and support.
For further information, please visit our dedicated information page here, or contact our Asset Management team on 1800 818 818. We’ve extended our contact hours to ensure we’re available when you need us.
Chris Paton
Chief Investment Officer
La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence No. 392385. La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321, the La Trobe US Private Credit Fund ARSN 677 174 382 and the La Trobe Private Credit Fund (ASX: LF1) ARSN 686 964 312. It is important for you to consider the relevant Product Disclosure Statement (PDS) before deciding whether to invest, or to continue to invest, in a fund. Click here to view the PDSs and the Target Market Determinations or call us on 13 80 10 for a copy.
