It’s three in a row for Australia’s most awarded Mortgage Fund


La Trobe Financial has been honoured with the prestigious international award for Excellence in Mortgage Fund performance – Asia Pacific. No mortgage fund has ever won this award three times in a row.

The International Alternative Investment Review Awards (IAIR) were held in Hong Kong on 10 March 2015 and recognised some of the world’s best in wealth management, brokerage and asset management. Winners were chosen from a short list selected by over 50,000 investors globally following review by a judging panel.

So what makes La Trobe Financial so deserving of such an award? The strength of its operations and expertise in managing other peoples’ money. The company has been doing this for over 60 years. Even during volatile times, when competitors ceased or had to freeze their operations, La Trobe Financial continued with business as usual. The award winning formula is that La Trobe Financial manage your money as if it were their own.

La Trobe Financial’s President & CEO, Mr Greg O’Neill commented “I am delighted that we have been recognised again for being relied upon in all economic climates. It has been good business sense to thrive in markets where many global giants have fallen, proving that being solid is far more important than being big.”

The Pooled Mortgages Option of the La Trobe Financial mortgage fund has recently been awarded Superior 41/4 star rating by SQM Research. This is the highest ever rating awarded in the mortgage fund sector by SQM. SQM’s Managing Director, Louis Christopher, in releasing the report stated:

“The rating reflects SQM Research’s continued faith in the Fund’s skilled and experienced investment team. Moreover, the Fund has been able to record strong outperformance to its stated benchmark and the broader peer group over the year… The Fund has also continued to record strong growth in funds under management, recording 44.5% growth over the year to August 2014.”
Randal Williams, Senior Vice President & Chief Investment Officer commented that “the key reasons for the strong performance of the Fund are our industrial strength credit assessment process, highly conservative LVR maxima and rigorous portfolio selection criteria. We emphasise diversification to reduce portfolio risk and pride ourselves on our highly focused asset management”.

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