We know that you’ve worked hard for your money, isn’t it time your money worked harder for you?

With low rates on saving and term deposits the time is now to take advantage of our multi-award winning Credit Fund, offering investors market leading performance.

Our flagship 12-month term investment option (currently paying 5.20% variable p.a.) is the highest rated fund in the sector and has been judged “Best Mortgage Fund in Australia” for the last seven years by Money magazine.

La Trobe Australian Credit Fund
Four Investment Options
Pooled Options

48 hour notice*

Easy access to your cash
Pooled set & forget
Variable rate paid monthly

More info >
  12 month term

Strong monthly returns
Pooled set & forget
Variable rate paid monthly

More info >


Peer to Peer (P2P) Options
6 - 60 months

Take control & choose the term
Select Peer 2 Peer (P2P)
Fixed/Variable rates

More info >
  6 - 24 months

Higher returns for investors
Select Peer 2 Peer (P2P)
Fixed/Variable rates

More info >


Proven and Repeated Performance
In times of market volatility we understand that investors are looking for capital stability and reliability. That’s why our Fund’s proven performance continues to attract significant market attention with over 14,000 retail mum and dad investors and $1.1 billion funds under management. There has never been a better time to discover the La Trobe Financial Credit Fund.

Learn more today >





     
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Connect with La Trobe Financial:          
Melbourne
Level 25
333 Collins Street
Melbourne VIC 3000
Sydney
Level 18, Chifley Tower
2 Chifley Square
Sydney NSW 2000
Shanghai
Level 6, 626 Jia Li Plaza
No 138 Ping Xing Guan Road
Shanghai China 200070

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

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 www.latrobefinancial.com or by calling 13 80 10. 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 www.latrobefinancial.com 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 www.latrobefinancial.com. 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 www.lipperweb.com. 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 170 staff and has managed over AUD$10 Billion covering over 100,000 investment grade assets since inception in 1952.

Copyright 2014 La Trobe Financial. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial.

La Trobe Financial Services Pty Limited - Australian Credit Licence Number: 392385
La Trobe Financial Asset Management Limited - Australian Credit Licence Number: 222213

This publication does not constitute financial advice and should not be relied upon as such. It is intended only to provide a summary and general overview on matters of interest and it is not intended to be comprehensive. You should seek your own financial or other professional advice before acting or relying on any of the content.

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