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.
At La Trobe Financial, we don’t rely on stability to be stable. Our products are built on fundamentals that perform across all market conditions – whether volatile or calm. That’s the strength of a disciplined, cycle-aware investment philosophy.
In today’s uncertain economic climate, Australian investors are increasingly seeking dependable, low-volatility income streams. While traditional asset classes like equities and bonds will always continue to play a role, a growing number of investors are turning to private credit – and not just within Australia.
At La Trobe Financial, we believe strong portfolios are built – not just assembled. That belief is central to our investment philosophy and underpins the performance of every strategy we manage.
For more than 35 years, traversing moments of great market volatility, La Trobe Financial’s portfolio accounts have consistently generated low volatility investment returns. And the volatility in markets throughout recent months serves as yet another reminder of the value of these investments: These are exactly the moments investments like ours are created for.
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.
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.
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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