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Investment Enews
December 2017

As we reach the end of 2017, we reflect on a year in which La Trobe Financial has grown from strength to strength in times of continued economic uncertainty. Our Credit Fund finishes the year approaching $2 billion in funds under management (FUM). Our 12 Month Term Account has itself passed $1 billion in FUM on the way to winning its ninth consecutive award for “Best Mortgage Fund in Australia”. We continue to operate Australia’s largest peer to peer investment offering, with close to half a billion in FUM.

Most importantly, however, we continue to deliver reliable, capital-stable returns for our investors. With market interest rates remaining around record lows, this continues to be the key to our success. Indeed, it is the only yardstick by which our performance can truly be measured. To that end, we are delighted to have returned almost a quarter of a billion dollars in interest to our investors over the last five years. This tangible contribution to the economy and the provision of a dignified life and retirement for our investors is something about which we are genuinely proud.

But we are not complacent. Indeed, we have spent a significant part of 2017 preparing our business to go to the next level for our investors. We are acutely aware that every investor wants their investment manager to have the strength and resources to continue to serve their interests throughout every economic period. With this in mind, we are pleased to announce that La Trobe Financial has formally partnered with The Blackstone Group (Blackstone), one of the world’s leading investment and advisory firms.

Blackstone is a giant of the asset management industry, with over US$400 billion in FUM. We have partnered with Blackstone to underpin our growth and stability for our investors. The partnership will add to La Trobe Financial’s financial strength and provide access to Blackstone’s networks.

Beyond this, there will be no impact to investing customers. There will be no change to the terms and conditions on investments in the La Trobe Australian Credit Fund. All of our existing offerings will remain in place and we will continue to innovate and look for new investment offerings in our sphere of expertise in order to deliver strong outcomes for our investors. As always, our benchmark and measure will be delivering low volatility, capital-stable returns and consistent income in uncertain times.

Our credit analysts will continue to apply the same rigorous asset selection criteria to qualify and approve mortgage-secured loans for all of our investment programs. Our portfolio managers will deploy these assets to construct the highly diversified and balanced portfolios that our investors have come to expect. That has been, and will continue to be, the hallmark and defining characteristic of our investment program.

All banking details remain the same and investing customers will continue to receive investment returns and investor support and services as normal. In short, for our investors, business will continue as usual. Our investment management team remains in place and will continue to execute the same, disciplined investment strategy that has delivered outstanding results to our investors for 65 years.

Just as importantly, our commitment to friendly, personal service will not diminish in the slightest. At the heart of our organisational values lies the fundamental principle that “The sun never sets on superior service.” As we have always done, we will continue to measure ourselves by this standard and will continue to look for new and improved ways that we can deliver this service to our 28,000 investors.

On this note, we wish you and your loved ones a very merry Christmas and a safe and prosperous New Year.


Money magazine’s Best
of the Best 2018

Our 12 Month Term Account has won Gold in Money magazine’s Best of the Best 2018 Awards. Our ninth consecutive win. A strong track record reassures investors who want a regular income.


Strength To Strength

As we reach the end of 2017, we reflect on a year in which La Trobe Financial has grown from strength to strength in times of continued economic uncertainty.


Our New Online Investment Platform

La Trobe Direct is a state of the art investment platform that enables you to invest directly into our multi-award winning Credit Fund.


Record-Breaking 2017

With the year coming to a close we are delighted to announce that 2017 was once again a record-breaking year at La Trobe Financial, with all previous origination records surpassed and a number of key industry awards won.


Secure Your Home Peace of Mind

If you are a borrower or investor with La Trobe Financial or someone who wants insurance with personalised service we are committed to providing you the best. We can help you with your insurance needs.


Others Before Self

A quiet achiever with an impressive track record of service and performance, La Trobe Financial’s experience and core values have stood the test of time throughout economic periods of down turn.

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La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence 392385
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the issuer and manager 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 on our website latrobefinancial.com or ask for a copy by telephoning us on 1800 818 818. *Returns on our investments are variable and paid monthly. Past performance is not a reliable indicator of future performance. The rates of return from the Credit Fund are not guaranteed and are determined by the future revenue of the Credit Fund and may be lower than expected. Investors risk losing some or all of their principal investment. An investment in the Credit Fund is not a bank deposit. Withdrawal rights are subject to liquidity and may be delayed or suspended. Visit our website for further information.

Copyright 2018 La Trobe Financial Services Pty Limited ACN 006 479 527. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial.

This publication does not constitute financial advice and should not be relied upon as such. It is intended only to provide a summary and a 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.