2 December 2010
BACK TO BACK 'BEST MORTGAGE FUND IN AUSTRALIA' AWARDS FOR
LA TROBE'S POOLED MORTGAGES OPTION
For the second year in a row La Trobe's Pooled Mortgages Option has been recognised as the 'Best Mortgage Fund in Australia' by respected financial journal, Money magazine.
This coveted award recognises the outstanding returns that the Pooled Mortgages Option provides for investors (currently 7.65% per annum, increasing to 7.80% per annum from 1 December1). It also reflects the Pooled Mortgages Option's unblemished track record through an extremely difficult time for the investment industry generally.
What are the Pooled Mortgages Option's key features?
- Consistently outstanding returns: Lots of funds 'streak' to the top of the return tables over a twelve month period. What separates a great fund from the rest is its ability to replicate those returns over the longer term. The Pooled Mortgages Option has been able to do this. Not only are its twelve month returns outstanding, but it tops the return tables for mortgage funds out as far as seven (7) years.
- Reliability: investors in the Pooled Mortgages Option want the reliability of monthly income distributions, with stable access to their money at the end of their investment. La Trobe provides this in spades. The Option has never missed a distribution payment and has never had to freeze redemptions. What's more, no investor in our Pooled Mortgages Option has ever lost a cent1.
- Expertise: La Trobe has nearly 60 years experience as a funds manager and mortgage lender. This gives us the edge in identifying the proper assets in which to invest. It also teaches us that there are good times and bad times and a good mortgage fund needs to be structured to thrive in both. Our record in the recent past shows that we have learnt this lesson well.
Is La Trobe independently reviewed?
Morningstar research has awarded the Pooled Mortgages Option its highest 5 star performance rating.#
The Pooled Mortgages Option has also been reviewed by Standard and Poor's (3 star rating out of 5 - investment grade***) and Adviser Edge for van Eyk (3.5 star rating out of 5**).
You can access the independent research reports from Adviser Edge or Standard and Poor's from our website or call our Investor Liaison desk 1800 818 818 to request a copy of the reports.
The awards are featured in Money Magazine's latest release (December 2010 - January 2011) available now.
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Head of Funds Management
t +61 3 8610 2811
Chris Andrews is the Head of Funds Management for the La Trobe Group and has responsibility for the La Trobe Australian Mortgage Fund.
Read full profile here.
La Trobe is one of Australia's leading independent specialist mortgage Financiers. Its business includes residential mortgages, commercial mortgages, and investment services operating one of Australia's largest Mortgage Funds under AFSL 222213. It employs over 115 staff and has raised over AUD$10Billion to assist over 100,000 customers since inception in 1952.
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