La Trobe Financial – Best in Australia 9 Years Running
Announcement posted by La Trobe Financial 05 Dec 2017
In an industry first, La Trobe Financial’s 12 Month Term Account has just been judged Australia’s Best of the Best Mortgage Fund for the ninth consecutive year. This extraordinary run of investment management performance was recognised at the annual Money magazine Best of the Best awards in Sydney, last Wednesday. No other managed fund has ever received nine consecutive “Best of the Best” awards.
Effie Zahos, Editor of Money magazine, commented “The Fund has a team of very professional, knowledgeable and experienced staff who uphold its investment philosophy and strategy”, and that the 12 Month Term Account “particularly appeals to investors seeking regular income as it pays distributions monthly.”
The 12 Month Term Account has over $1 billion in funds under management and has a fifteen year track record without loss of capital for any of its investors. It is one of the four Investment Accounts offered to La Trobe Financial’s 28,000 investors through its $2 billion La Trobe Australian Credit Fund. According to Money magazine’s judges – Lonsec, SQM Research and Zenith – “It’s the only mortgage fund that is deemed worthy of an award in this category.”
Chris Andrews, Chief Investment Officer at La Trobe Financial, stated that the entire team at La Trobe Financial was thrilled to take out this prestigious award again: “We are acutely aware that investors are finding it difficult to identify consistent sources of income in the current low interest rate environment. It is our mission to draw on La Trobe Financial’s sixty-five years of specialist investment experience to generate stable, repeatable and consistent income-producing assets to deliver just this. We are delighted to accept this award as a testimony to our success so far, but are resolutely focussed on maintaining our disciplines and continuing to perform for our investors into the future.”
Rowan Donohoue, Chief Operating Officer at La Trobe Financial, stated: “La Trobe Financial’s investment philosophy is built on the same principles that have always driven us – “Others before self”. We manage our investors’ money and we take great pride in doing so with the highest levels of integrity, prudence and discipline”
La Trobe Financial will be making further statements shortly.
ABOUT LA TROBE FINANCIAL
La Trobe Financial is one of Australia’s largest Credit Specialists providing funding and investment solutions to a diverse range of customers since 1952. We are a proven and trusted investment partner for institutional and retail investors alike with over 65 years’ experience, managing current investment mandates in excess of A$4.6 billion. La Trobe Financial holds all requisite regulatory licences:
La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence 392385 and La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213. La Trobe Financial Asset Management Limited 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, or ask for a copy by phoning us. *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. For further details please visit our website www.latrobefinancial.com. For details of our ratings please view our Awards & Ratings link on our website.