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. |
|
