Demand for reliable and regular income from an investment portfolio has never been greater.

View this email in your browser Demand for reliable and regular income from an investment portfolio has never been greater.  In today’s market, punctuated by volatility and ultra-low interest rates, satisfying income and lifestyle needs has never been more difficult.  While government and corporate bond yields remain at historic lows, investors require high-quality assets to deliver returns without sacrificing portfolio risk levels. Fortunately for investors, La Trobe Financial’s range of low volatility income products continue to deliver returns to investors each month.            Key reasons to invest with La Trobe Financial: Experience – confidence in a team who have been managing investor funds for seven decades. Size – over 440 local staff, dedicated to managing $13 billion in assets under management. Consistency – investment grade assets supplying regular monthly income with low-volatility returns. Performance – proven performance across the economic cycle. La Trobe Financial remains committed to providing all investors with income solutions over multiple durations and even bespoke Peer-to-Peer portfolio opportunities.  The flagship offering, 12 Month Term Account has continued its flawless track record of distributions and liquidity, even while other markets experience varying degrees of volatility.    This proven track record and ever-expanding investment offering sees a growing number of investors selecting La Trobe Financial as their Asset Manager of choice for their income investment needs.      The cumulative performance of the 12 Month Term Account since inception, as shown in orange in the following chart, demonstrates the power of low-volatility, above-benchmark returns over time. La Trobe Financial has built a deep reservoir of trust with investors, with genuine conviction in the resilience of our strategies throughout market cycles.  Investors continue to rely on a brand they can trust.  As Australia’s leading Asset Manager in property credit, the La Trobe Australian Credit Fund has grown to $6.5 billion and has been supporting the needs of over 55,000 investors in their hunt for high quality, low volatile income returns. Our experienced credit Asset Management team are on standby to answer any questions on 1800 818 818 or visit our website for more information. Disclaimer   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. Withdrawal rights are subject to liquidity and may be delayed or suspended.   La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the responsible entity 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.   To the extent that any statement in this email constitutes financial product advice, that advice is general advice only and has been prepared without considering your objectives, financial situation or needs. You should, before deciding to acquire or to continue to hold an interest in the La Trobe Australian Credit Fund, consider the appropriateness of the advice having regard to your objectives, financial situation or needs and obtain and consider the Product Disclosure Statement for the Fund.   When considering whether to acquire or to continue to hold an interest in the Fund, you should remember that (1) an investment in the Fund is not a bank deposit or a term deposit, and is not covered by the Australian Government’s deposit guarantee scheme. Investing in the Fund has a higher level of risk compared to investing in a term deposit issued by a bank and (2) there are other risks associated with an investment in the Fund. The key risks of investing in the Fund are explained in section 9 of the PDS.   La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence 392385.   Copyright 2021 La Trobe Financial Services Pty Limited 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.   Phone: 13 80 10 | Website: latrobefinancial.com

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