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 – Sept 2023
Sept 2023 – This month, we provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
Seven Tips for becoming Financially Fit
Across our working lives there are competing demands on our usually limited resources. Costs of living, mortgages, raising families and providing education, or perhaps wider demands such as caring for others.
Third time’s a charm
Throughout the past two years, central bankers and politicians the world over have been reaching deep into their kit-bags to produce metaphors which describe their hopes for their respective economies.
Monthly Investor Update – August ’23
August 2023 – This month, we provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
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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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