For more than 35 years, traversing moments of great market volatility, La Trobe Financial’s portfolio accounts have consistently generated low volatility investment returns. And the volatility in markets throughout recent months serves as yet another reminder of the value of these investments: These are exactly the moments investments like ours are created for.
Periodically, we revise the Product Disclosure Statement (PDS) of our La Trobe Australian Credit Fund and La Trobe US Private Credit Fund to incorporate up to date terms and conditions for your investments.
An updated PDS in respect of each of these strategies will be released shortly. The new PDS’ will be emailed to all investors and supersedes all previous versions. A hard copy can be obtained by contacting our office.
We will update you again shortly with a summary of notable changes.
Once available, we recommend you take the time to review the new PDS and welcome any queries you may have.
Any financial product advice is general only and has been prepared without considering your objectives, financial situation or needs. You should, before investing or continuing to invest in the La Trobe Australian Credit Fund, La Trobe Private Credit Fund & La Trobe US Private Credit Fund, consider the appropriateness of the advice having regard to your objectives, financial situation or needs and obtain and consider the relevant Product Disclosure Statement for the fund.
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence No. 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321, La Trobe Private Credit Fund ARSN 686 964 312 and the La Trobe US Private Credit Fund ARSN 677 174 382. It is important that you consider the relevant Product Disclosure Statement (PDS) before deciding whether to invest or continue to invest in the fund. The PDSs and Target Market Determinations are available on our website.
Any advice is general and does not consider your circumstances.
