Awards and Ratings – La Trobe Financial

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Awards & Ratings

We have been recognised by various awards and ratings programs for excellence in Asset Management, Real Estate Credit Finance and also at a Corporate level.

Ratings

Ratings reports are only one factor to consider when deciding to invest. These reports are intended for the professional use of financial advisers only.

By accessing any of the reports below you are confirming that you hold an AFSL or are an authorised representative. View our Investor Disclaimer.

Foresight Analytics

‘Superior’ ranking for La Trobe Financial Asset Management as the responsible entity of the Credit Fund – 2024

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Lonsec⁵

‘Recommended’ rating for the 12 Month Term Account – 2024

(Please contact your BDM for access to this report)

Zenith Investment Partners¹

La Trobe Australian Credit Fund – 12 Month Term Account rated “Recommended” – 2024

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Zenith Investment Partners²

La Trobe US Private Credit Fund – Class B Units rated “Recommended” – 2024

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SQM Research³

Select Investment Account rated Outstanding “4.5 Stars” – 2024

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SQM Research³

12 Month Term Account rated Outstanding “4.5 Stars” – 2024

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Lipper Ratings⁴

Lipper Ratings rates Classic Notice Account and 12 Month Term Account

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Asset Management Awards

Money Magazine Best Credit Fund – Mortgages – 12 Month Term Account

2024 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Term Account

2023 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Term Account

2022 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Term Account

2021 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Term Account

2020 Best of the Best – Credit Fund of the Year – Mortgages – 12 Month Term Account

2019 Best Mortgage Fund in Australia – 12 Month Term Account

2018 Best Mortgage Fund in Australia – 12 Month Term Account

2017 Best Mortgage Fund in Australia – 12 Month Term Account

2016 Best Mortgage Fund in Australia – 12 Month Term Account

2015 Best Mortgage Fund in Australia – 12 Month Term Account

2014 Best Mortgage Fund in Australia – 12 Month Term Account

2013 Best Mortgage Fund in Australia – 12 Month Term Account

2012 Best Mortgage Fund in Australia – 12 Month Term Account

2011 Best Mortgage Fund in Australia – 12 Month Term Account

2010 Best Mortgage Fund in Australia – 12 Month Term Account

International Finance Magazine Best Wealth Management Company

2024 Best Investment Management Company – Australia

2023 Best Investment Management Company – Australia

2021 Best Investment Management Company – Australia

2020 Best Wealth Management Company – Australia

2019 Best Investment Management Company – Australia

2018 Best Investment Management Company – Australia

2017 Best Investment Management Company – Australia

2016 Best Investment Management Company – Australia

2015 Best Investment Management Company – Australia

2014 Best Investment Management Company – Australia

Capital Finance International Magazine Best Investment Management Team

Le Fonti Global Awards Asset Manager of the Year - Asia Pacific

Self Managed Super Fund, Core Data Innovator - Advisor Choice

SMSF Advisor Fixed Income Provider

Financial Standard Investment Leadership Awards - Fixed Income – Alternative Mortgages

Melbourne Financial Services Symposium Awards Special Mention - Innovation Award

Real Estate Credit Finance Awards

Money Magazine Consumer Award - Non Bank Lender of the Year

MPA Brokers on Non-Banks Awards Gold - Brand Recognition

MPA Brokers on Non-Bank Awards Best Non Bank, Commercial

MPA Brokers on Non-Banks Awards Commission Structure

MPA Brokers on Non Banks Awards Best Non-Bank, Interest Rates

MPA Brokers on Non-Banks Awards Foreign Non-Residents Lender

MPA Brokers on Non Banks Awards Online Platforms & Services

MPA Brokers on Non-Banks Awards Interest Rates

MPA Brokers on Non-Banks Awards Product Diversification Opportunities

SMSF Advisor Best SMSF Lender 2022

The Advisor Commercial Mortgages

Le Fonti Global Awards Non-Bank Institution of The Year - Asia Pacific

Self Managed Super Fund, Core Data Residential Property Loan - Advisor Choice

Australian Broker - Non Banks 5 Star Non-Bank

Kanga News Awards: Australian Market Deal Australian Securitisation Deal of the Year

Australian Mortgage Awards Non Bank of the Year

International Finance Magazine Best Non Bank Lender - Australia

International Finance Magazine Best Non-Bank of the Year - Australia

Australian Lending Awards Finalist - Best Specialist Lender

Corporate & Management Awards

MPA Mortgage Global 100

MPA Elite Women

MPA Top Mortgage Employer

Le Fonti Global Awards CEO of the Year, Wealth Management, Asia Pacific

CEO Magazine CEO of the Year - Financial Services

MAX Awards Community Executive of the Year

MAX Awards Community Marketing Campaign of the Year – Consumer

Women in Finance Finalist - Employer of the Year

Women in Financial Services Advocate of the Year

Explore La Trobe Financial

Careers

Find out more about the exceptional culture and career opportunities offered by La Trobe Financial.

Partnerships

Learn about our community activities and commercial partners.

ESG Initiatives

Learn more about our Environmental, Social and Governance strategy.

^Past performance is not a reliable indicator of future performance.