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.
Reporting a Milestone Year for La Trobe Financial
View the FY2024 La Trobe Australian Credit Fund Annual Report.
Don’t Count Your Chickens…
Each year, U.S central bankers, economists and global policy makers gather for a symposium in Jackson Hole, Wyoming. The agenda typically sets the direction across a range of fiscal and monetary outcomes for the year ahead.
Monthly Investor Update from La Trobe Financial – July ’24
June 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
Wealth, Mobility, and the Need to Get It Right
If you have read updates from La Trobe Financial over many years, you will have heard us provide, again and again, very simple wealth creation measures: Patience, Simplicity & Diversification. We preached these messages because again and again, at all levels, these simple tenets of creating wealth work.
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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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