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 – March ’24
March 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
Your Investment Rates Are Increasing
It doesn’t feel like that long ago that investors were on the ‘hunt for yield’. A seemingly perpetual challenge and, after a decade of falling market interest rates, investors were bereft of income opportunities. Everyone just accepted that ‘lower for longer’ was the ‘new normal’ – until it all changed.
Monthly Investor Update from La Trobe Financial – Feb ’24
Feb 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
10 Billion Reasons to Love the La Trobe Australian Credit Fund
At $10 billion dollars in assets under management, milestones for our La Trobe Australian Credit Fund haven’t come any bigger. Comprising seven investment accounts, the Credit Fund provides a range of return and liquidity profiles for investors.
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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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