Investing in volatile times
For many investors, the coronavirus and its economic consequences presents a significant threat to traditional sources of income. Dividends and rental income are at risk and interest rates are at record lows.
La Trobe Financial's approach to investment has generated consistent monthly income for seven decades and across multiple periods of economic turmoil.
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About La Trobe Financial
With A$10 billion of Assets Under Management (AUM), La Trobe Financial is Australia’s premium non-bank specialising in credit and wealth management. La Trobe Financial provide funding and investment solutions to a diverse range of 150,000 customers and have done so since 1952. 80% owned by Blackstone, the world’s largest alternative asset manager, with over US$571 billion of AUM worldwide, we are a proven and trusted investment partner for institutional and retail investors’ alike, operating Australia largest retail Credit Fund ($5.6bn AUM and 45,000 retail investors). We have over 65 years’ experience, managing investment mandates in excess of $23 billion since commencement.
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. An investment in the Credit Fund is not a bank deposit, and investors risk losing some or all of their principal investment. 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. Withdrawal rights are subject to liquidity and may be delayed or suspended. Visit our website for further information.
# While we have 12 months under the Credit Fund’s Constitution within which to honour your redemption request if there is insufficient liquidity in this Account at the time of your request, we will make every endeavour to honour your redemption request from your Classic 48 hour Account within 2 business days, and your 90 Day Notice Account within 90 days. At the time of this document, there has never been a case in the history of the Fund when we have not honoured a redemption request on time due to a lack of liquidity.
This publication does not constitute financial advice and should not be relied upon as such. It is intended only to provide a summary and a general overview on matters of interest and it is not intended to be comprehensive. You should seek your own financial or other professional advice before acting or relying on any of the content.
Copyright 2020 La Trobe Financial Services Pty Ltd ACN 006 479 527. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial. |
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