La Trobe Financial

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La Trobe Financial

Hosted by Michael Elsworth, Sector Manager – Fixed Income, Lonsec

Featuring: Chris Paton, CIO, La Trobe Financial

Episode highlights:

  • La Trobe Financial has deep roots in Australian mortgage lending, with private credit forming the core of its investment platform and expertise.
  • The firm focuses on high-quality, bank grade mortgage assets, positioning the Australian Credit Fund in the more conservative end of the private credit spectrum. 
  • The firm’s approach centres on asset quality, portfolio diversification and a strong margin for safety, supported by first registered mortgages, conservative loan to valuation ratios and a dedicated investor reserve.
  • With thousands of individual loans across borrowers, geographies and security types, the portfolio is designed to reduce concentration risk and deliver consistent outcomes. ​​​​​

About La Trobe Financial

Established in 1952 and with $24 billion of assets under management, La Trobe Financial is a leading Australian alternative asset manager, specialising in finance and credit investment solutions. 

With over 70 years of experience, La Trobe Financial operates Australia’s largest retail Credit Fund.

More information regarding La Trobe Financial is available here. 

Disclaimers

Lonsec Disclaimer

Lonsec Disclaimer

This video and related content is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). 
Lonsec Research receives a fee from the relevant fund manager / product issuer for researching financial products which may be referred to in this video, the production and distribution of this video, and other Lonsec Research services.

The information included in the video and related content is general advice only. An investor should be aware that:  
(a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs
(b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs, before acting on the advice; and 
(c) an investor should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. 

The video and related content is not a recommendation to an investor to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. To the maximum extent permitted by law, no representation, warranty or undertaking, express or implied is made and no responsibility or liability is accepted by Lonsec Research and/or its directors, employees, agents, advisers and consultants as to the adequacy, accuracy, completeness or reasonableness of the content.

Lonsec Research retains all rights, title, and interest in its website and its content. No other party may copy, reproduce, share, publish, adapt, or use this video and related content in any way without the prior written permission from Lonsec Research. This includes use on websites, social media or any other platform. Any unauthorised use may result in legal action. Lonsec Research assumes no obligation to update this video and related content following publication.

Important documents such as Financial Services Guides and the Conflicts of Interests Statement are available on the Lonsec Research website.
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La Trobe Financial Disclaimer

La Trobe Financial Disclaimer

La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence No. 222213 Australian Credit Licence No. 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321, the La Trobe US Private Credit Fund ARSN 677 174 382 and the La Trobe Private Credit Fund ARSN 686 964 312 (ASX:LF1). It is important that you consider the relevant Product Disclosure Statement (PDS) before deciding whether to invest or continue to invest in the fund. The PDSs and Target Market Determinations are available on our website.  

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