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.
Monthly Investor Update from La Trobe Financial – May ’24
May 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
The Rise of Private Capital
Did investor demand for private assets see more companies go private? Or did more quality companies opting to raise capital through private market attract investors? It’s a little bit of ‘chicken and egg’. Private capital markets are increasing significantly in size globally, and there is opportunity all over. Because having reached a critical mass, there is significant opportunity coming for retail investors to now participate right across private markets.
Monthly Investor Update from La Trobe Financial – April ’24
April 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
Looking Out for You
The one constant in markets is volatility.We all acknowledge it. We all accept that heightened volatility is but a moment away, and can be set off by any number of things. Consider the events which have accelerated volatility in markets over the last four years: a global pandemic, a war in Ukraine, a regional banking crisis in the US, and simmering tensions in the Middle East.
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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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