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Showing 1 - 8 of 8 results for "Month Term Account"

La Trobe shuts online portal access

ELIZA BAVIN  |  TUESDAY, 23 SEP 2025
... officer Chris Paton has assured investors their money is "safe" after ASIC issued interim stop orders on the 12 Month Term Account, 2 Year Account and US Private Credit Fund Class B products. In response to the orders, La Trobe blocked access to its ...

ASIC issues interim stop orders to La Trobe Financial

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
La Trobe Financial has been told by ASIC to stop offering its 12 Month Term Account and 2 Year Account products offered under the La Trobe Australian Credit Fund, as well as its US Private Credit Fund. The regulator said it is concerned that the target ...

La Trobe debuts first ASX-listed investment product

ANDREW MCKEAN  |  TUESDAY, 27 MAY 2025
... fund offers a "balanced and flexible" exposure to Australian real estate private credit through La Trobe's 12 Month Term Account and US-mid market corporate private credit via its US Private Credit Fund, which was developed in collaboration with Morgan ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... in fee revenue. La Trobe, however, stood out as an outlier among this group of fund managers. La Trobe's 12-Month Term Account fund alone, which holds over $9 billion in assets and charges a 1.8% fee, generated $170.2 million in fee revenue - far surpassing ...

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Campaign of the Year - Consumer Hostplus Marketing Campaign of the Year - Industry La Trobe Financial - 12 Month Term Account Marketing Team of the Year Global X ETFs Podcast of the Year Fidelity - Sound Bites Print Campaign of the Year - Consumer Betashares ...

First Sentier clients walk away with $13bn

KARREN VERGARA  |  MONDAY, 5 JUN 2023
... Macquarie with $2.6 billion and VanEck with $1.9 billion. Meanwhile, the La Trobe Australian Credit Fund 12 Month Term Account received a $1.2 billion boost in FUM, ending the period at $7.3 billion. Macquarie's Enhanced Australian Fixed Interest ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... duration and take more control over their portfolio construction. The fund's flagship investment term, the 12 Month Term Account, also recently achieved its own $1 billion milestone. In its most recent ratings review paper, SQM Research said: "The fund ...

La Trobe Financial launches retail platform

DARREN SNYDER  |  WEDNESDAY, 5 OCT 2016
... currently invest through two portfolio account products - the Classic 48 hour Account (paying 3.2% pa) and the 12 Month Term Account (paying 5.2% pa). Andrews said the firm is working on integrating its other two accounts - the Peer to Peer Select Investment ...
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