La Trobe Australian Credit Fund

La Trobe Financial is a leading Credit Specialist. La Trobe Financial have been a proven and trusted investment partner for institutional and retail investors alike, managing investment mandates that have supported loan originations exceeding A$74 billion.

La Trobe Financial offers a range of investment accounts for investors looking for a low volatility, variable income solution.

Their expertise in managing mortgages and cash has been developed over seven decades. The objective of their investment accounts is to protect your capital, whilst producing regular income. They also offer personalised service to make investing easier.

* The retail rates of return on your investment are current at 1st August 2022

The Fund:

 

  • is managed by La Trobe Financial Services Pty Limited (Investment Manager), a highly experienced manager that has been managing investment portfolios of mortgage assets for over sixty eight years;

  • is one of Australia’s largest credit funds, with $6,050.5 million in assets under management at 30 June 2021;

  • charges no fees on either investment entry or investment maturity exit;

  • maintains conservative loan to valuation ratios, with a portfolio average of 63.3% as at 30 June 2021 (excluding second or subsequent mortgages in the Select Investment Account); and

  • the 12 Month Term Account has been judged “Australia’s Best Credit Fund – Mortgages” for 13 consecutive years by the well-known finance journal, Money magazine

  • all funds invested in cash or loans secured by first mortgages over real property

  • no entry or exit fees (if investment held to maturity)

  • minimum investment $10


Simply download the Product Disclosure Statement above. It’s that easy!

 


 

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