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.
Portfolio construction & diversification
Long-term supporters of La Trobe Financial will have heard us preach that the performance of the assets in a portfolio drive the investment outcome for investors.
Understanding inflation
May 18, 2023 – Earlier this week the Australian Bureau of Statistics released the latest set of quarterly Wage Price Index (WPI) data.
Budgeting on more work to do
May 12, 2023 – Governments and taxation exist, in part, to deploy our combined resources and assist during periods of pronounced volatility.
Your investment rates are on the rise
May 5, 2023 – Most of Australia’s leading economists were predicting that the OCR would be held at 3.60% at the RBA’s May 2023 meeting.
Others are reading…
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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