Seventy Years of Experience, Billions in AUM and Multiple CFI.co Awards — La Trobe Financial is simply ‘Killing it’

Australian asset manager rules the Antipodes with a client-focused attitude that has attracted 93,000 retail investors

With over $17bn in assets under management, La Trobe Financial is Australia’s leading alternative credit asset manager.

With more than seven decades of experience, and a focus on a disciplined and diversified selection of granular exposures across sector, loan size, borrower type and security location, the company operates Australia’s leading retail credit fund with more than 93,000 retail investors.

CIO: Chris Paton

La Trobe Financial’s chief investment officer, Chris Paton, said the firm’s approach had enabled it to harness the best attributes of its chosen asset classes “to deliver low-volatility income products that have demonstrated their performance for many, many years”.

With $85bn in loan originations backed by retail and institutional mandates, the company has again won the CFI.co award for Best Investment Management Team (Australia) — for the fourth consecutive year. Paton said the result was pleasing. “My team is acutely aware that we are managing other people’s money,” he said, “and this drives our unwavering focus to manage portfolios that deliver consistent performance across cycles.

“This award is testament to our core investment fundamentals, and our resilience and consistency in delivering for investors during volatile times.”

About La Trobe Financial

La Trobe Financial is Australia’s leading alternative asset manager and a proven and trusted investment partner for institutional and retail investors with some A$17bn in assets under management (AUM). It also operates the country’s largest retail credit fund — A$9.5bn in AUM, and 90,000+ investors. La Trobe has the most diversified funding programme of all non-bank lenders in Australia.

Through its retail credit fund, La Trobe Financial has seven product offerings to retail and institutional investors, which are backed by pools or exposures to loans secured by registered, first-ranking mortgages over real properties in Australia.

Since 1952, La Trobe Financial has been striving to help people realise their potential with specialist financing and investment solutions.

La Trobe Financial is regulated by the Australian Securities & Investments Commission (ASIC) and holds the requisite regulatory AFSL and ACL to operate the Credit Fund, place RMBS issuances, and provide credit services.

Consider the PDS and TMDs on their website www.latrobefinancial.com before investing.