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 – July ’23
July 2023 – 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 are seeing in the economy. This month, we provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
New Financial Year tips for investors
One of La Trobe Financial’s Three Golden Rules of Investment is “Patience”. While this may seem overly simple, it encapsulates the importance of bringing a long-term perspective to investing with planning and regular reviews.
Australian borrowers & Australian exceptionalism
With 12 interest rates hikes under the RBA’s belt over the past 15 months, the froth has certainly come off lending volumes in Australia. In tandem with Australian property prices, the volume of new credit being written in the market reverted to normal levels from their COVID-19 pandemic induced highs.
RBA Pauses: Everest summit or false-peak?
The fastest rate hiking cycle in our nation’s history has had wildly different outcomes for different groups.
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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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