Each month, La Trobe Financial produces a series of short videos. Watch now to stay up to date with our business, our portfolios and what we’re seeing in the economy. This month, we provide an update on our portfolio performance, and share our current thinking on the property market and economy.

Corporate & Portfolio Update: Chris Paton, Chief Investment Officer

In the wake of an extended rate hiking cycle, the performance of our existing strategies has not gone unnoticed. We are delighted that our 12 Month Term Account has been named as a finalist for the Australian Fixed Income Fund of the Year at the Lonsec Annual Fund Manager of the Year Awards. Other recent highlights for the business include:

  • Continued origination of high quality, granular assets with ‘excellent’ credit scoring
  • Strong net inflows into the La Trobe Australian Credit Fund, with March 2024 concluding at over $238 million in net growth.
  • A new brand campaign was launched across a range of media channels, including national television networks.

Economic Update: Michael Watson, Head of Distribution

In a moment of continued uncertainty, the next period of heightened volatility is always but a moment away. While we consider we are in a moment of relative calm, with a case for measured optimism, investors must remain vigilant, with clear-eyed preparedness:

  • Geopolitical risk present as a clear threat to markets, with far-reaching impacts.
  • With bonds and equities expensive, traditional asset classes project little protection from volatility.
  • Private assets are increasingly sought for diversification and favourable risk / return profiles.


Credit & Property Market Update – Lilian Chin, Head of Client Partnerships

With residential property price growth continuing month-on-month across Australia, those calling for a sharp downturn in prices are playing a very long waiting game.  Any deep cyclical downturn in prices is being protected by:

  • Most households managing to meet the challenging economic conditions.
  • The ‘fixed rate cliff’ moment having passed, without a noticeable uplift in arrears or distressed selling.
  • Auction clearance rates remaining high, characterising a market of demand exceeding supply.

La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321. It is important for you to consider the Product Disclosure Statement for the Credit Fund in deciding whether to invest, or to continue to invest, in the Credit Fund. You can read the PDS and the Target Market Determinations on our website or ask for a copy by calling us on 13 80 10.

La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence 392385.

To the extent that any statement in this article 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.

© 2024 La Trobe Financial Services Pty Limited. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial.

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