We are pleased to share with you our updated Product Disclosure Statement, effective 28 November 2024, which contains the ongoing terms and conditions which govern investments into the La Trobe Australian Credit Fund. As always, the updated version supersedes all previous versions.
The changes outlined below are part of the ongoing growth and refinement of our strategies as we look to optimise investment outcomes for our investors. This includes creating alignment in mandates between our investment portfolio accounts to provide the widest range of assets to select from.
For your convenience we have set out below some of the changes contained within the PDS. The summary below does not replace the disclosures made in the PDS:
- We have aligned the maximum loan to valuation ratio (LVR) for residential mortgages within the 12 Month Term and 2 Year Accounts with all other La Trobe Australian Credit Fund accounts at 80% (formerly 75%).
- We have aligned the maximum loan size of the Classic Notice Account with the 90 Day, 6 Month and 2 Year Accounts being the greater of $50m or 5% of the account’s assets under management (the Classic Notice Account maximum was previously $25m).
The new PDS is available here or a copy can be made available to you by contacting our office on 1800 818 818. We recommend you take the time to review the new PDS before investing, or continuing to invest, and welcome any queries you may have.