the adviser logo

Specialist lender nets mortgage fund award

by Staff Reporter7 minute read

La Trobe Financial’s Pooled Mortgages Option has been awarded Best Mortgage Fund in Australia 2014 by Money magazine.

Louis Christopher, director of SQM Research and one of the award’s judges said the fund has been an extraordinarily reliable product for investors during difficult years for pooled mortgage trusts.

“While a number of mortgage trusts had to suspend redemptions and wind down, La Trobe has stayed open the entire time because the underlying loans were well managed and the liquidity offered generally matches the liquidity of the loans,” he said.

“Today, La Trobe are as prudent as ever on loan performance and this, combined with their sound operating history, are the primary reasons why they continue to rate high with SQM Research,” added Mr Christopher.


La Trobe’s vice president and head of funds management, Chris Andrews, said a disciplined investment strategy remains a key focus for the fund.

“Investors are looking for capital stability and a reliable income at a premium to cash.

“Our rigorous credit assessment process targets a portfolio of small exposures, highly diversified by geography and sector and with strictly controlled loan to value ratios,” he said.

Mr Andrews said La Trobe team is driven by the need for consistency and repeatability of performance.

“Our role as a fund manager is not to be 'all things to all people', but to be clearly focused and to remain committed to our investment philosophy,” he said.

Read the latest issue of The Adviser magazine!
The Adviser is the number one magazine for Australia's finance and mortgage brokers. The publications delivers news, analysis, business intelligence, sales and marketing strategies, research and key target reports to an audience of professional mortgage and finance brokers
Read more