Tenth ‘Best Mortgage Fund’ win for non-bank

by Rebecca Pike05 Dec 2018

For the tenth consecutive time, La Trobe Financial has been awarded the title of Best Mortgage Fund.

Announced at Money magazine’s 2019 Best of the Best Awards, the company was praised for its “delivered returns consistently above its peers and benchmarks”.

Among the panel of independent fund ratings agencies, SQM Research pointed to the group’s “knowledgeable and experienced staff and diversification across geographical sectors and borrowers”.

La Trobe Financial’s chief investment officer, Chris Andrews, said, “La Trobe Financial has been managing other people’s money for almost seven decades.

“We have seen the good times and the bad and have built a resilient investment strategy that targets capital stability and consistent monthly income across the economic cycle. 

“With the share market still down by over 15% a full decade after pre-GFC peaks, we continue to believe that we can deliver real value for investors through our transparent, time-tested approach to investment.”

La Trobe Financial’s chief corporate treasurer, Martin Barry, said, “La Trobe Financial’s retail credit fund is a key part of our overall group funding strategy. 

“It differentiates us from our peers and allows us to deploy our asset class expertise for the benefit of ordinary, “mum and dad” investors. 

“Our investment team brings considerable asset and liquidity management skills to the table and that has helped produce market-leading returns for our investors in times of considerable market volatility.”

La Trobe Financial’s president & CEO, Greg O’Neill, said, “This achievement comes from sticking to our values and building a business based on a culture of “others before self”. 

“In the context of our investment operations, that means remembering that we are managing other people’s money and should treat it as we would our own. 

“It is an honour to lead a team who are inspired by this motto and who work so hard every single day to deliver consistently outstanding results for our investors. 

“In FY2018, that hard work has resulted in an extraordinary $104.4 million in interest payments to investors and now this record, tenth consecutive award. 

“Make no mistake, La Trobe Financial will not rest on its laurels but will remain completely focussed on delivering the best risk-adjusted returns for all of its investors, both retail and institutional.”

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