Best Mortgage Fund Best Property Securities Funds
Lock in for at least 12 months to gain capital stability and returns that beat cash
For 10 years running, La Trobe’s 12 Month Term Account, formerly the Pooled Mortgages Fund, has won this award.
As in previous years it's the only mortgage fund that all the three judges – Lonsec, SQM Research and Zenith – rate as being worthy of an award.
It pays distributions monthly and is mainly aimed at investors who are seeking regular income and are prepared to be locked in for at least 12 months, the minimum holding period.
Your funds are automatically rolled over for a new term of 12 months unless you provide us the required notice to withdraw.
La Trobe may consider early withdrawal on hardship grounds but a fee will apply.
La Trobe, which has more than 65 years' experience, invests all its funds in cash or mortgages where it has a registered first mortgage. SQM Research gives the La Trobe account a 4.25-star superior rating. It says strengths include knowledgeable and experienced staff diversification across geographical sectors and borrowers. It has also delivered returns consistently above its peers and benchmark.
Zenith, which gives the fund a recommended rating, says it “continues to maintain a solid conviction in the abilities of La Trobe and the role of the fund as a source of capital stability and income returns in excess of cash rates”.