Its investment management team has been recognised as Australia's best for the fifth year in a row
La Trobe Financial’s investment team has once again been recognised as ‘Best Investment Management Team – Australia’ by Capital Finance International (CFI.co), marking the fifth consecutive year the firm has received the accolade.
Managing $19 billion in assets and boasting a history spanning over seven decades, La Trobe Financial is one of Australia’s leading alternative asset managers. It manages investments for a range of clients, including major institutions, large domestic and international banks, family offices, retail investors, and high net worth individuals. It also administers Australia’s largest retail credit fund, which has recently exceeded $10 billion in assets under management.
“We are proud to be acknowledged by CFI.co for a fifth consecutive year,” said Chris Paton (pictured), chief investment officer at La Trobe Financial. “This ongoing endorsement reflects the history of performance we have delivered for our almost 100,000 investors, having impeccably delivered on our investment objective of providing low volatility income at all points across the economic and market cycle.
“We remain as committed as ever to our investment fundamentals which we have been refining since 1952, and strive, above all things, to be good stewards of our investors’ capital. We remain as thoughtful as ever in the way that we deploy investor capital, and remain committed to providing the highest standard of credit and investment disciplines across the business.”
La Trobe Financial was named a 2023 Top Mortgage Employer by Mortgage Professional Australia. Its 12 Month Term Account, known for its high ratings and numerous accolades, was also recently awarded ‘Best Credit Fund – Mortgages’ by Money magazine for the 15th year in a row.
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