Quantcast

Investment Account Comparison

For too long investors have not received an appropriate return on their hard earned cash savings and we want to change that. We assist over 24,000 investors each year achieve returns with our Award winning Funds Management accounts.    read more >

What term and yield suits You as an Investor?

click to switch between products
Classic 48 hour
Account
12 Month Term
Account
Select Investment
Account
High Yield Investment
Account
Investor Net Returns * * * *
Term #
Basis
Income Paid
Min Invest (No Max)
Compound Return
Risk Grade**
Fixed/Variable
Entry Fee
Account Size
Total FUM (%)
Cash & Liquid Investments
Credit Assets
Mortgages
No of Mortgages
Average LVR (%)
No of Investors
Average Investment
Largest Investment
Fixed Rate Exposure
Variable Rate Exposure
Arrears (>90 days)
excludes third party originated loans

excludes third party originated loans
Mortgage to Cash Ratio
more info > more info > more info > more info >
 
Past
Performance

Return
Bench-mark
Perfor-mance

Return
Bench-mark
Perfor-mance

Return

Return
1 Month
3 Months
6 Months
1 Year
5 Years
7 Years
10 Years
Since Inception
more info > more info > more info > more info >
 
Maturity Profile
Amount
Percent
Amount
Percent
Amount
Percent
Amount
Percent
0-6 Months
7-12 Months
1-3 Years
3-5 Years
5+ Years
more info > more info > more info > more info >
 
As at
Benchmark for Classic 48 Hour Account: Offical Cash Rate (+0.5%)
Benchmark for 12 Month Term Account: Bloomberg Ausbond BBI (+1.5%)

Investment Forms

Investment Forms and Documents
More info >

Awards & Ratings

Awards & Ratings
More info >

Our Investment Team

Looking out for you
More info >

FAQs

Frequently asked questions
More info >

CONSUMER ADVISORY NOTE

La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the issuer and manager 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.

* Returns on our investments are variable and paid monthly. Past performance is not a reliable indicator of future performance. The rates of return from the Credit Fund are not guaranteed and are determined by the future revenue of the Credit Fund and may be lower than expected. Investors risk losing some or all of their principal investment. An investment in the Credit Fund is not a bank deposit. Withdrawal rights are subject to liquidity and may be delayed or suspended.

** We provide this risk classification as a guide and it describes the relative risk, compared to the other Investment Accounts in the Fund. In assessing the relative risks of each Investment Account, we have had reference to the categories of risk described in the Standard Risk Measure Guidance Paper for Trustees issued jointly by the Financial Services Council (of which we are a member) and the Association of Superannuation Funds of Australia dated July 2011.

# While we have 12 months under the Fund’s Constitution within which to honour your redemption request if there is insufficient liquidity in this Account at the time of your request, we will make every endeavour to honour your redemption request from your Classic 48 hour Account within 2 business days. There has never been a case in the history of this Account, since 1999, when we have not honoured a redemption request on time due to a lack of liquidity.

Please refer to the disclaimers link on this page for full disclaimers.