La Trobe Financial Services Funds

Manager
+14.0%

£6.0B combined fund size · 1 asset classes · average OCF 1.75%.

How La Trobe Financial Services funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
3
Fund size (GBP)
£6.0B
Asset classes
1
Average ongoing charge
1.75%

La Trobe Financial Services funds are covered on Funds Benchmark, with £6.0B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Bonds. The average ongoing charge (OCF) across the range is 1.75%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen La Trobe Financial Services funds in Find Funds or browse all La Trobe Financial Services funds.

Asset class mix

What La Trobe Financial Services funds are made of.
100.0%
Bonds
  • Bonds100.0%
Bonds is the largest at 100.0%. Share of fund assets, funds that disclose size.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Bonds 3 funds · 100.0% of assets +14.0% ▲ Average 1Y return

Largest La Trobe Financial Services funds

The manager's biggest funds, to open or compare.

Top La Trobe Financial Services funds by assets under management, one share class per fund.

La Trobe Financial Services holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

La Trobe Financial Services funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
La Trobe 4 Year AccountAU60MFL00016 ▲ +16.2% n/a
12 Month Investment AccountAU60LTC00026 ▲ +13.3% £6.0B
La Trobe Australian Credit Fund – Classic Notice AccountAU60LTC00018 ▲ +12.5% n/a

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All La Trobe Financial Services funds (3)

Bonds (3)

Compare La Trobe Financial Services funds side by side

See every La Trobe Financial Services fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare La Trobe Financial Services funds

About La Trobe Financial Services

Where can I find La Trobe Financial Services fund prices and factsheets?

Every La Trobe Financial Services fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which La Trobe Financial Services funds does Funds Benchmark cover?

Funds Benchmark covers the La Trobe Financial Services funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does La Trobe Financial Services cover?

La Trobe Financial Services's largest group on Funds Benchmark is Bonds. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are La Trobe Financial Services funds rated against peers?

Open any La Trobe Financial Services fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on La Trobe Financial Services funds?

Across the funds we cover, the average ongoing charge (OCF) is 1.75%. Individual share classes vary, so check the OCF on each fund's page.

Where can I see La Trobe Financial Services's top-performing funds?

The table on this page shows up to 30 La Trobe Financial Services funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter La Trobe Financial Services funds and compare them with funds from other managers by performance, fees and asset class.