Ratings agency recognises La Trobe's 12 Month Term Account for consistent performance and low-volatility returns
La Trobe Financial’s flagship investment product, the La Trobe Australian Credit Fund 12 Month Term Account, has received a ‘Recommended’+ rating from independent ratings agency Lonsec for the 13th consecutive year.
Lonsec’s assessment recognised the fund’s structured credit approval process, managed by an experienced team, and its design to mitigate risks of asset and liability mismatches.
The alternative asset manager said the rating reflects the fund’s consistent performance in delivering low-volatility, steady monthly income to investors across varying market conditions. Lonsec highlighted the fund’s strong risk-adjusted returns and resilience in achieving its objectives.
“Having Lonsec review the fund and once again deem it ‘Recommended’ is an honour and a testament to the focus we place on delivering low-volatility, consistent monthly income for our investors,” said Chris Paton (pictured above), chief investment officer at La Trobe Financial. “This recognition highlights the resilience and longevity of the fund’s performance, and we remain committed to maintaining the highest standards of investment discipline.”
Since its launch, the La Trobe Australian Credit Fund 12 Month Term Account has become one of the primary options for Australians looking for consistent, low-volatility returns. The ‘Recommended’+ rating from Lonsec, La Trobe said, reinforces the fund’s standing as a leader in the Australian credit market.
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