La Trobe Financial, Australia’s leading credit Asset Manager, has for the third consecutive year been awarded ‘Best Investment Management Team Australia’ in this year’s CFI.co Finance Awards. The awards program acknowledges individuals and organisations that have performed strongly throughout the year and that have contributed significantly to the finance sector.
The judging panel, highlighting La Trobe Financial’s strong portfolio performance as a key factor in being named ‘Best Investment Management Team Australia’, stated that “[La Trobe Financial] stands in a class of its own, with a track record of impeccable performance driven by a team of committed investment experts.”
With over $15 billion in assets under management, La Trobe Financial is one of Australia’s most established credit Asset Managers, specialising in credit investment solutions and real estate finance. La Trobe Financial has been a proven and trusted investment partner for institutional investors for seven decades, and operates Australia’s largest retail credit fund with over $8.5 billion in assets under management for over 82,000 retail investors.
Commenting on the win, La Trobe Financial’s CEO Chris Andrews stated: “There have been plenty of challenges for investors across the past 20 years – the GFC, various economic, property and business cycles and of course the more recent COVID pandemic. Throughout all of these challenges, we are proud to have been able to provide our investors with consistent monthly returns.”
“We have been refining our investment approach since 1952 and strive, above all things, to be good stewards of our investor’s capital. We are very mindful of the deep reservoir of trust we have built with our investors, and will do all everything we can do preserve that trust”
La Trobe Financial’s Chief Investment Officer Chris Paton also said: “This award reflects the hard work and dedication I’ve seen from my team over the past 12 months. Despite a challenging and volatile macroeconomic backdrop, we have not only been able to demonstrate significant business growth, we have also continued our proud history of delivering low volatility, inflation-responsive monthly income that our investors have come to know and trust.”