Our 12 Month Term Account has a proud history of outperforming its benchmark and competition.
Our 12 Month Term Account has increased its performance against other credit funds over all time periods and fully met all investor withdrawal/renewal requests. Money magazine has judged the 12 Month Term Account the Best Mortgage Fund in Australia for eight years running (2010 - 2017).
So if you are considering a 12 month term investment, speak to our investment specialists about the 12 Month Term Account.
|Cash & Liquid Investments|
|No of Mortgages|
|Average LVR (%)|
|No of Investors|
|Fixed Rate Exposure|
|Variable Rate Exposure|
|Arrears (>90 days)|
|Mortgage to Cash Ratio|
|Account Return||BBI + 150 bps||Perform|
|Adviser Updates||File Size||Type|
|Adviser Update – 2018 Q3||1.66 MB|
|Adviser Update – 2018 Q2||1.36 MB|
|Adviser Update – 2018 Q1||1.33 MB|
|Adviser Update – 2017 Q4||1.17 MB|
|Adviser Update – 2017 Q3||1.34 MB|
|Adviser Update – 2017 Q2||1.39 MB|
|Adviser Update – 2017 Q1||1.29 MB|
|Performance||12 Month Term Account||Bloomberg Ausbond BBI (+1.5%)||Perform|
|3 years p.a.|
|5 years p.a.|
|7 years p.a.|
|10 years p.a.|
Key Investor Documents:
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 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 telephoning 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.
** We provide this risk classification as a guide and it describes the relative risk, compared to the other Investment Accounts in the Fund. In assessing the relative risks of each Investment Account, we have had reference to the categories of risk described in the Standard Risk Measure Guidance Paper for Trustees issued jointly by the Financial Services Council (of which we are a member) and the Association of Superannuation Funds of Australia dated July 2011.
Please refer to the disclaimers link on this page for full disclaimers.