Income solutions for today’s investor
In a world that is always changing, investors are constantly searching for high-quality, consistent income solutions.
La Trobe Financial’s performance record in times of volatility has proven popular with investors for more than seven decades.
Established in 1952 and now with $17 billion of assets under management, La Trobe Financial is Australia’s flagship alternative asset manager, specialising in funding and investment solutions.
Across its history, La Trobe Financial has built a deep reservoir of trust with investors. A proven investment partner for institutional and retail investors alike, La Trobe Financial operates Australia’s largest retail credit fund.
The La Trobe Australian Credit Fund is the highest rated, most diversified and widely awarded fund in its asset class. The credit fund’s portfolio accounts provide low-volatility variable monthly income across a range of investment options. The flagship 12-month term account currently offers a variable rate of return of 6.25 per cent* per annum. The rate is set monthly, and income distributions are also made monthly.
It has an incredible track record of performance, including zero investor losses since it commenced as an investment offering in October 2002. It has won Money magazine’s award for “Best Credit Fund – Mortgages” for the past 14 years.
The company prides itself on transparency, being externally audited, and having received numerous Australian and international awards. La Trobe Financial also offers a personalised service to make investing easier. Investors range from household name global banks, Australian banks, international pension funds and local managers right through to everyday Australians.
Investors have benefited from its ongoing income profile for many years, with all income having been paid each month at the advertised rate, and all maturity redemptions also being made on time and in full.
If you would like to discuss La Trobe Financial’s range of income generating products I am your local dedicated authorised representative based in the Docklands, available to provide you with direct personal service.
*The rate of return on your investment is current at September 1, 2023. The rate of return is reviewed and determined monthly and may increase or decrease each month. The applicable distribution for any given month is paid at the start of the following month. The rate of return is not guaranteed and is determined by the future revenue of the Credit Fund and may be lower than expected.
An investment in the Credit Fund is not a bank deposit, and investors risk losing some or all of their principal investment. Past performance is not a reliable indicator of future performance. Withdrawal rights are subject to liquidity and may be delayed or suspended. View our website for further information.
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321. It is important for you to consider the Product Disclosure Statement for the Credit Fund in deciding whether to invest, or to continue to invest, in the Credit Fund. You can read the PDS and the Target Market Determinations on La Trobe Financial’s website or ask for a copy by calling them on 13 80 10.
Daryl Hill is an Authorised Representative of La Trobe Financial Asset Management Limited. No personal advice is given by La Trobe Financial or its Authorised Representatives. •
For more information: latrobefinancial.com.au