Money Magazine’s Best Private Credit Fund – Mortgages
La Trobe Financial’s flagship 12 Month Term Account has once again been recognised as Money magazine’s Best Private Credit Fund – Mortgages in its annual Best of the Best consumer awards.
Monthly Investor Update – Dec ’23
Dec 2023 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
Your Interest Rates Are On The Rise, Again
In an environment of increased interest rates, as at all times across our 34 years in retail asset management, our portfolios remain in excellent health. So much so, that on 1 November 2023 we provided an out-of-cycle increase in the investment rates of our 12 Month and 2 Year Accounts by 20 basis points.
Monthly Investor Update from La Trobe Financial
Oct 2023 – This month, we provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
Let’s look under the hood
Some managers in our asset class boast about the size and return profile of individual loan assets as part of their collective whole.
Others are reading…
Introducing the Customer Questionnaire
As part of our commitment to delivering the highest standards of care, those applying to become an investor of La Trobe Financial across all of our investment products are now required to complete a Customer Questionnaire.
La Trobe US Private Credit Fund – Portfolio Update
The USPC Fund is underpinned by the same core principles that have driven the success of the La Trobe Australian Credit Fund offerings: investment in high-quality assets, construction of diversified portfolios, and a disciplined approach that embeds a margin of safety.
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