An Exclusive Night with the Boomers
Investor Insights - Monthly news for investment professionals 18 July 2016

With only 21 days to go until the Opening Ceremony in Rio (on 5 August) we were honoured to have hosted a special event for the Australian National Men’s "the Boomers" Basketball Team.

Super stars Andrew Bogut, Patty Mills, Joe Ingles and even the coach himself Andrej Lemanis made the event a once in a lifetime experience.

With over 340 guests, the event held on 6th July at the stunning Glasshouse venue was certainly a who’s who from the financial planners industry, including the CEO of the Financial Services Council, Sally Sloane and a few of the former Boomers, including Mark Worthington, Darryl McDonald and even a 2 x Olympian, former NBL and NBA champion and Master of Ceremony, Chris Anstey.

We even had a few of our Collingwood friends Darcy Moore, Adam Treloar, Jamie Elliott and Mason Cox make a special appearance for this event. Also making an appearance was Fitzroy football legend Laurie Serafini.

Australian Boomers Basketball Team with Basketball Australia’s CEO, Anthony Moore and La Trobe Financial’s Collingwood football players Jamie Elliott, Darcy More, Mason Cox and Adam Treloar, former Boomer stars including Mark Worthington and Darryl McDonald.

Chris Anstey, 2 x Olympian and NBA and NBL Basketball Champion and La Trobe Financial’s Company Ambassador

Greg O’Neill, President & CEO of La Trobe Financial

Could this be the Boomers chance to make history?

In 1956 Australia’s population was 9.4 million, and basketball made only its fourth appearance in Olympic competition. Fifteen nations competed in the event, with 174 players. A total number of 56 games were held at the Royal Exhibition Building and Australia finished twelfth.

To this day our men’s national team have never medaled – the closest we have ever come was the 2000 Sydney Olympics with 4th place. So our sights now turn firmly to the #RoadtoRio. Some 60 years and 15 Olympics later, the dream of making another final burns even brighter in the Boomers who are about to begin their journey. They will not be deterred ...and have made this their priority for Rio 2016.

Now more than ever before, with the most number of Boomers ever playing in the NBA, could this be their time, their moment?

La Trobe Financial is proud to be a supporter of the Boomers, and their medal objective.

Best regards,

Caterina Nesci
Executive General Manager,
Head of Communications

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The above awards and ratings were given to the Pooled Mortgage Option within the La Trobe Financial Credit Fund and may be viewed

La Trobe Financial Asset Management Limited ABN: 27 007 332 363 and AFSL No: 222213 is the issuer and manager of the La Trobe Australian Credit Fund. It is important for you to read the Product Disclosure Statement for the Fund before you make any investment decision. The PDS is available on our website or by calling 1800 818 818. You should consider carefully whether or not investing in the Fund is appropriate for you.

- The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund and may be lower than expected. Investors risk losing some or all of their principal investment. The investment is not a bank deposit.
- Past performance is no guarantee of future performance.
- Withdrawal rights are subject to liquidity and may be delayed or suspended.
- The award and ratings were given to the Pooled Mortgages Option within the La Trobe Australian Credit Fund.
- Any rating is only one factor to be taken into account in deciding to invest.

1. Zenith's "recommended" rating indicates that it has high confidence in the manager meeting its objectives. The Zenith Investment Partners ("Zenith") ABN 60 332 047 314 rating referred to in this document is limited to "General Advice" (as defined by section 766B of Corporations Act 2001) and based solely on the assessment of the investment merits of the financial product on this basis. It is not a specific recommendation to purchase, sell or hold the relevant product(s), and Zenith advises that individual investors should seek their own independent financial advice before investing in this product. To view the relevant research information, please visit The rating is subject to change without notice and Zenith has no obligation to update this document following publication. Zenith usually receives a fee for rating the fund manager and product against accepted criteria considered comprehensive and objective.
2. SQM Research - 4 stars to 4.25 stars - superior, suitable for inclusion on most Approved Product Lists. To view the relevant research information, please visit This rating will not take into account your, or your clients' objectives, financial situation or needs. It is up to investors to consider whether specific financial products are suitable for your objectives, financial situation or needs. Research houses receive a fee from La Trobe Financial for rating the product.
3. Lipper Leaders Rating Total Return (Score – 5) Lipper Ratings for Total Return reflect funds’ historical return performance relative to peers. The ratings are subject to change every month. The highest 20% of funds in each peer group are named Lipper Leader or a score of 5 for Total Return. Lipper Leader ratings are not intended to predict future results and does not guarantee the accuracy of this information. More information is available at Thomson Reuters Copyright, All Rights Reserved.
4. Australia Ratings (AFSL 346138) makes every effort to ensure the reliability of the views and rankings expressed in its reports and those published on its websites. Australia Ratings research is based upon information known to it or which was obtained from sources it believed to be reliable and accurate at time of publication. However, like the markets, it is not perfect. This report is prepared for general information only, and as such, the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration. Individuals should therefore discuss, with their financial planner or advisor, the merits of each rating for their own specific circumstances and realise that not all investments will be appropriate for all subscribers. To the extent permitted by law, Australia Ratings and its employees, agents and authorised representatives exclude all liability for any loss or damage (including indirect, special or consequential loss or damage) arising from the use of, or reliance on, any information within the report whether or not caused by any negligent act or omission. If the law prohibits the exclusion of such liability, Australia Ratings hereby limits its liability, to the extent permitted by law, to the resupply of the said information or the cost of the said resupply.
La Trobe Financial is one of Australia's leading independent credit specialist Fund Managers. Its business includes residential mortgages, commercial mortgages, and investment services operating one of Australia's largest Credit Funds under AFSL 222213. It employs over 150 staff and has managed over AUD$10 Billion covering over 100,000 investment grade assets since inception in 1952.

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La Trobe Financial Asset Management Limited - Australian Credit Licence Number: 222213

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