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 Australian Credit & La Trobe US Private Credit Funds – Updated PDS’
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.
Focus on the Signal, Not the Noise…
The United States and all its news, culture, entertainment, politics and business influences are never far from everyday life in Australia. From Black Friday sales and trick-or-treating on Halloween to nuclear-powered submarines and Netflix binges, American and Australian lives are deeply intertwined.
Why Economic Data Suggests a Sensible Dose of Caution
It’s been a blockbuster month for economic data in Australia. The key takeaway? Cautious optimism remains the most sensible stance. While it would be nice to drop the “cautious” and lean fully into optimism, risks still linger.
Transparency: What It Means and Why It Matters
In asset management, there’s really only one product on the shelf: investment performance. And the old saying, “what’s on the label should match what’s in the tin,” couldn’t be more relevant. It speaks to the importance of transparency, honesty, and consistency—qualities every investor should expect from their manager.
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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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