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$4 Billion AUM and growing ... Welcome to our 2019 Financial Results

Over financial year 2019 – our multi-award winning Credit Fund returned an extraordinary $151.8 million in monthly interest income to our investors.

Our flagship 1 Year Term delivered an average headline of 5.20% and won a record tenth consecutive “Best of the Best” award from Money magazine. We have also launched a new 90 Day Notice Account – to provide investors with another alternative for their investable cash.

In our report we review the trends and thematics that have driven portfolio performance. To hear more on the performance and how we have helped build wealth for our investors click above.

La Trobe Wealth Team - Looking out for you.

About La Trobe Financial

With A$10 billion of Assets Under Management (AUM), La Trobe Financial is Australia’s diversified wealth manager. La Trobe Financial provide funding and investment solutions to a diverse range of 150,000 customers and have done so since 1952. 80% owned by Blackstone, the world’s largest alternative asset manager, with over US$571 billion of AUM worldwide. We are a proven and trusted investment partner for institutional and retail investors alike, operating Australia largest retail Credit Fund ($5bn AUM and 50,000 retail investors). We have over 65 years’ experience, managing investment mandates in excess of $23 billion since commencement.

La Trobe Financial has been a leading innovator in the non-bank sector for many years including, pioneering “Lite Doc®” lending in Australia in 1990, creating the first private Reverse Mortgage (Seniors Loan) in 2003, launching the first hybrid wealth management-loan product P2C® (Parent-to-Child) to assist first home buyers in 2013, introducing a unique to market Aged Care finance solution in 2015, and being one of the first lenders to introduce a fully digital KYC and AML checking of borrower applicants for brokers in 2017.

La Trobe Financial Services Pty Ltd 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.

*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.

#While we have 12 months under the Credit Fund’s Constitution within which to honour your redemption request if there is insufficient liquidity in this account at the time of your request, we will make every endeavour to honour your redemption request from your 90 Day Notice Account within 90 days. At the time of this document, there has never been a case in the history of the Fund when we have not honoured a redemption request on time due to a lack of liquidity.

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.

Copyright 2020 La Trobe Financial Services Pty Ltd 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.

Looking Out For You