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The role of fund managers providing investors with low-volatility income

La Trobe Financial’s Head of Distribution, APAC, Michael Watson discusses how fund managers can provide income solutions to those investors in the hunt for yield. Low-volatility income opportunities have never been as important. Investors are increasingly turning to managed funds for income and the associated benefits of portfolio diversification.
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About La Trobe Financial
 
With A$12 billion of assets under management (AUM), La Trobe Financial is Australia’s premium non-bank specialising in credit and wealth management. La Trobe Financial has provided funding and investment solutions to a diverse range of 150,000 customers since 1952. 80% owned by Blackstone, the world’s largest alternative asset manager, with over US$619 billion of AUM worldwide, La Trobe Financial is a proven and trusted investment partner for institutional and retail investors’ alike, operating Australia largest retail Credit Fund ($5.6bn AUM and 50,000 retail investors). We have over 65 years’ experience, managing investment mandates in excess of $22.76 billion since commencement.
 
La Trobe Financial has been a leading innovator in the non-bank sector for many years including, pioneering “Lite Doc®” lending in Australia in 1990, creating the first private Reverse Mortgage (Seniors LoanTM) in 2003, launching the first hybrid wealth management-loan product P2C® (Parent-to-Child) to assist first home buyers in 2013, introducing a unique to market Aged Care finance solution in 2015, and being one of the first lenders to introduce a fully digital KYC and AML checking of borrower applicants for brokers in 2017.
 
La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence 392385.

La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the issuer and manager of the La Trobe Australian Credit Fund ARSN 088 178 321. It is important for you to consider the Product Disclosure Statement for the Credit Fund in deciding whether to invest, or to continue to invest, in the Credit Fund. You can read the PDS on our website www.latrobefinancial.com.au, or ask for a copy by phoning us on 13 80 10.
 
This publication does not constitute financial advice and should not be relied upon as such. It is intended only to provide a summary and a general overview on matters of interest and it is not intended to be comprehensive. You should seek your own financial or other professional advice before acting or relying on any of the content. Copyright 2021 La Trobe Financial Services Pty Limited ACN 006 479 527. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial.
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