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.
La Trobe Financial's Chris Paton on LF1, the RBA pivot and the ASIC incident
LF1 is La Trobe Financial’s first listed investment trust and attracted 3,000 investors when it launched in June, including 2,000 that were new to La Trobe Financial.
Accessing the Backbone of the U.S. Economy: The US Private Credit Fund
The backbone of the U.S. economy isn’t Wall Street – it’s the 200,000-plus middle market companies quietly driving one-third of American jobs and 40% of its GDP. These businesses form the engine room of American growth, and now investors can tap directly into their momentum.
True Asset Quality Emerges in Adversity
In this update, we look at the late 1980s and the pivotal decision of La Trobe Financial to enter retail asset management at that moment. The question of when a manager began a strategy, and why, matters. Because for those of us who have been around long enough, you’ll recognise that there’s nothing new under the sun.
Growth Brings Responsibility – We’re Here for the Challenge
Every so often, pivotal moments occur that shift a company or sector. Back in 1952, La Trobe Financial was founded when institutional investment was sourced to provide loans to returned servicemen to purchase a home. These were high quality borrowers who could demonstrate employment or running a successful business but were falling short on strict bank guidelines relating to continuity of income or level of savings.
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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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