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 Financial Strengthens Executive Team with Strategic Appointments to Support Continued Growth
La Trobe Financial, is pleased to announce the appointment of two senior executives, David Tagg and Catherine Donatiello, further enhancing its leadership bench as the company continues its trajectory of sustained growth and expanded investment offerings.
Investing in a Time of Uncertainty
Long-term investors know that investment always involves uncertainty. It is just that some times seem more uncertain than others. Events of the last few weeks have certainly reminded us all of that.
No Surprises at La Trobe Financial
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.
Private Credit – One Part of a Complete Retirement Solution
Investment alternatives: Navigating private credit’s ‘golden age’ is an AFR Intelligence report published by the thought leadership division of The Australian Financial Review in March 2025. Commissioned by La Trobe Financial, the report consists of independent research and content.
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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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