Our award winning 12 Month Term Account has a proud history of outperforming its benchmark.
The 12 Month Term Account, since its inception, has maintained its performance over all time periods and has met all investor withdrawal and renewal requests.
The 12 Month Term Account is designed to take advantage of the outstanding risk/return characteristics of the Australian property credit market.
The conservative investment strategy of the 12 Month Term Account is based on La Trobe Financial’s 7 decades of property credit experience. It aims to provide consistent monthly income for investors with low volatility. As Australia’s most awarded property credit fund^, it aims to provide diversification (compared to other key asset classes) and variable returns that are responsive to inflation.
The 12 Month Term Account has been judged ‘Best Credit Fund – Mortgages’ in Australia by Money magazine for the past fifteen years^.
Features
- Investment returns determined and paid monthly into your bank account or reinvested
- No capital loss or income loss to investors since inception in 2002
- All funds invested in cash or loans secured by first mortgages in Australia
- No entry or exit fees (if investment held to maturity)
- Personal service from our investment specialists
- Return outperformance relative to risk and benchmark
- Exposure to strong underlying asset class
- Portfolio diversification
- Minimum investment: $10.00
