At La Trobe Financial, we are committed to providing clear, transparent and consistent information to support informed investment decisions. As part of this commitment, we have updated the Product Disclosure Statement (PDS) for the La Trobe Australian Credit Fund (the Fund).
What’s changed
- Enhanced disclosure has been incorporated across the PDS to provide clearer and more detailed information for investors.
- Product name updates have been made, including the 12 Month Term Account, which is now called the 12 Month Investment Account.
- Additional detail has been provided on the underlying investments of the 4 Year Investment Account.
- The investment mandate for the 4 Year Investment Account has been revised to allow for a minor allocation to second and subsequent mortgages where appropriate.
What hasn’t changed
- These updates do not change how the Fund is managed.
- Our investment philosophy, credit approach and portfolio construction remain the same.
We encourage investors to review the updated PDS and to revisit the risks associated with each investment option, including those outlined in sections 5 and 9 of the PDS. The updated PDS took effect on 12 March 2026 and replaces all previous versions.
If you would like further information, please visit our website or contact our Investor Centre on 1800 818 818.
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence No. 222213 Australian Credit Licence No. 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 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.
La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence No. 392385.
