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.
If you have not been able to join our webinars, a recorded webinar is available to be viewed at your convenience. In these sessions, we go deep into the strategy, the underlying portfolios, and cover a wide range of Q&As.
Long-term readers will know that we have been vocal in our calls for markets –public and private – to embrace transparency. After all, sunlight is the best disinfectant.
With inflation coming back under control, and the beginning of interest rate cutting cycles across some developed economies, the final months of 2024 saw some semblance of certainty. After all, markets love certainty. Over in the US we saw stock markets surging. Here in Australia the ASX200 hit a series of all-time highs across the calendar year. From the ‘perma-crisis’ of the COVID era, this was a welcome change.
As 2024 comes to a close, we take this opportunity to record a message to thank you, our investors, for your ongoing support. On behalf of everyone here at La Trobe Financial, we wish you Season’s Greetings and a safe and prosperous New Year.
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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