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 Celebrates $20 Billion AUM
Australia’s premier alternative asset manager this week announced that a milestone $20 billion in AUM has been reached.
What’s Your Goal?
Planning, and then implementing that plan, is the foundation of success; with small steps, taken consistently over a lifetime making a big difference. So we all need a financial goal, or north star. And what better time than the beginning of a new financial year to consider our goals, or reflect to see whether we are still on track.
Monthly Investor Update from La Trobe Financial – June ’24
June 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
Launching La Trobe US Private Credit
Last year, we launched La Trobe Global Asset Management as a new product series designed to bring the best of the investment world to Australian investors. We are targeting the delivery of quality products which are unique, or have traditionally been hard-to-access for Australian retail 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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