Credit Fund reaches $1 billion milestone

By: PRLog
La Trobe Financial is proud to announce its multi-award winning retail Credit Fund has crossed the $1billion threshold delivering significant wealth creation for its 23,330 registered investors.
MELBOURNE, Australia - Dec. 1, 2015 - PRLog -- Chris Andrews, La Trobe Financial’s Chief Investment Officer, commented, "With a long track record of managing other peoples’ money we have steadily grown and passed the $1 billion mark being supported by a staff of over 160 with offices in Melbourne, Sydney and Shanghai. Our conservative track record speaks for itself with not a cent of institutional investor loss in over $10 billion in mandates."

The longstanding objective of the Credit Fund has been to provide investors with a choice of capital-stable reliable income generating investment options. The Credit Fund’s continued performance in times of low interest rates continues to attract attention across the market and is evidenced by exceeding the $1 billion mark. Through this period of growth, we conservatively supported new investors and maintained our ratings from research houses including Zenith, SQM Research, Lonsec, Australia Ratings and Lipper Leader.

Reflecting the choice we offer investors, the Credit Fund has pooled and peer to peer options. Our peer to peer offering is Australia’s largest and oldest peer to peer product being in excess of $350m from a start in the early 1990s. We deliver regular, conservatively selected investment opportunities to our peer to peer investor base allowing them to build diverse portfolios.

Andrews further commented, "Our focus on investment grade credit assets has produced a diversified portfolio of first class assets for our investors. Our investment and customer service philosophy is that we focus on investors’ interests first, and we will continue to stick to this successful path which has produced significant success for our investors."

La Trobe Financial’s President & CEO Greg O’Neill stated, "Our company motto is "Others before self" and we are pleased to have created $46.5 million in wealth for our investors in the last financial year. The Credit Fund crossing the $1 billion threshold is a real tangible contribution to the development of the Australian economy and household balance sheets. It now sits comfortably along-side our institutional mandates which exceed a further $3.2 billion and is one of our proudest achievements."

La Trobe Financial will be making further announcements shortly.

About La Trobe Financial: La Trobe Financial is Australia’s largest credit specialist Fund Manager with over 160 staff and offices in Melbourne, Sydney and Shanghai. We are a proven and trusted investment partner for institutional and retail investors alike with over 60 years’ experience, managing investment mandates in excess of A$10 billion. La Trobe Financial holds all requisite regulatory licences; La Trobe Financial Services Pty Limited – Australian Credit Licence No. 392385. La Trobe Financial Asset Management Limited – AFSL & Australian Credit Licence No. 222213. For further details, please visit our website www.latrobefinancial.com. For details of our ratings, please view our Awards & Ratings link on our website.

Media Contact
Caterina Nesci
0422270474
***@latrobefinancial.com.au

Photos: (Click photo to enlarge)

La Trobe Financial Logo Chris Andrews, La Trobe Financial’s Chief Investment Officer

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