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Australia's Best Fund - 10 Years Running

La Trobe Financial: Best in Australia for a record 10 consecutive years

La Trobe Financial wins “Best Mortgage Fund” in Australia in Money magazine awards.

No other fund has matched this achievement.

Today, La Trobe Financial’s Credit Fund stands at $2.8 billion and continues its proud performance of delivering capital-stable income to its 35,000 registered members.

Monday, 3 December 2018 – Today, Australia’s oldest and highest rated credit investment manager, La Trobe Financial, announced that it had won the Best Mortgage Fund category in Money magazine’s prestigious 2019 Best of the Best Awards. This award marks a record tenth consecutive win for La Trobe Financial. No other investment fund has ever won 10 consecutive awards.

In announcing the award, the eminent panel of Australia’s leading independent fund ratings agencies, including Zenith Investment Partners, SQM Research and Lonsec, paid tribute to La Trobe Financial’s consistency in difficult times. Zenith Investment Partners stated that the fund has “delivered returns consistently above its peers and benchmarks.” SQM Research pointed to “strengths includ[ing] knowledgeable and experienced staff and diversification across geographical sectors and borrowers.”

La Trobe Financial’s Chief Investment Officer, Chris Andrews, stated that “La Trobe Financial has been managing other people’s money for almost seven decades. We have seen the good times and the bad and have built a resilient investment strategy that targets capital stability and consistent monthly income across the economic cycle. With the share market still down by over 15% a full decade after pre-GFC peaks, we continue to believe that we can deliver real value for investors through our transparent, time-tested approach to investment.”

La Trobe Financial’s Chief Corporate Treasurer, Martin Barry, stated that “La Trobe Financial’s retail credit fund is a key part of our overall group funding strategy. It differentiates us from our peers and allows us to deploy our asset class expertise for the benefit of ordinary, “mum and dad” investors. Our investment team brings considerable asset and liquidity management skills to the table and that has helped produce market-leading returns for our investors in times of considerable market volatility.”

La Trobe Financial’s President & CEO, Greg O’Neill, stated that “This achievement comes from sticking to our values and building a business based on a culture of “others before self”. In the context of our investment operations, that means remembering that we are managing other people’s money and should treat it as we would our own. It is an honour to lead a team who are inspired by this motto and who work so hard every single day to deliver consistently outstanding results for our investors. In FY2018, that hard work has resulted in an extraordinary $104.4 million in interest payments to investors and now this record, tenth consecutive award. Make no mistake, La Trobe Financial will not rest on its laurels but will remain completely focussed on delivering the best risk-adjusted returns for all of its investors, both retail and institutional.”

La Trobe Financial will be making further announcements shortly.

About La Trobe Financial

With A$6.5 billion AUM La Trobe Financial is one of Australia’s leading non-bank credit and wealth managers, providing funding and investment solutions to a diverse range of 140,000 customers since 1952. We are 80% owned by Blackstone, the world’s largest alternative asset manager, with over US$457 billion of AUM worldwide. We are a proven and trusted investment partner for institutional and retail investors alike with over 66 years’ experience, managing investment mandates in excess of $16 billion since commencement.

La Trobe Financial has been a leader in the credit industry for many years including, pioneering “Lite Doc®” lending in Australia in 1990, creating the first private Reverse Mortgage (Seniors LoanTM) in 2006, 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 is regulated by the Australian Securities & Investments Commission and holds the following requisite regulatory licences: 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); and La Trobe Financial Custody & Securitisation Services Pty Limited (Australian Financial Services Licence 379454).

For further details please visit our website www.latrobefinancial.com.