As Australians continue to search for durable sources of low volatility income, La Trobe Financial sits at the forefront of this demand. This year the La Trobe Australian Credit Fund created an extraordinary $793.7m in new wealth for our investors – a record and a 23.2% improvement on the prior year. As trusted stewards of investor capital, this return on capital represents the hard-earned wealth that Australians have put to work towards their retirement and is something we’re incredibly pleased to have delivered.
The Australian Credit Fund concluded the 2025 Financial Year with almost $14bn in Assets Under Management (AUM), representing growth of $2.6bn or 18% across the period. These investments comprise the trust of almost 120,000 individual investors, and active placements by over 4,700 financial advisers.
With La Trobe Financial now managing over $20bn in AUM across our various investment strategies, we rank among the largest asset managers in Australia and the leading provider of retirement-focussed investment solutions. On an individual product level, our 12 Month Term Account was the second fastest growing fund and closed the financial year at almost $11bn.
With a history dating back to 1989, our market-leading asset management offerings have become the standard in Australia’s wealth management industry.
Our guiding principle to managing your money is that getting rich slowly never goes out of fashion. In practice, this means being patient, building conservative products and portfolios invested in carefully selected, high quality assets, within structures that are intuitive and easy to understand.
The 2025 Financial Year again underscored the importance of this approach. Wars continued, and new wars started. Unprecedented tariffs were imposed on global economies by the US – including against Australian imports – and we saw some of the most volatile stock market movements in years. Throughout, our portfolios continued to deliver month-on-month for investors, which was not the case elsewhere in a market where fundraising and liquidity management proved difficult for many other managers.
Diversification is often talked about but hard to achieve. At La Trobe Financial, our diversified portfolio of high-quality granular assets sees exposure across multiple industry sectors with no single asset exposure able to drive the performance of our portfolios.
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