Managed Funds

Mortgage Funds

The RBA’s overnight cash rate target remained unchanged at 4.35% in December. 3-month BBSW slipped 1bp to 4.42% while 6-month BBSW finished the month 17bps lower at 4.49%. Cash futures contracts at the end of the month implied the actual cash rate has solid chance of being cut in February with two cuts in total by June.

FUND NAME1m (%)3m (%)6m (%)1y (%)3y (%)5y (%)
La Trobe Australian Mortgage- 12 Month Term0.561.683.396.945.895.35
La Trobe Australian Mortgage -Classic0.421.272.595.254.052.88
La Trobe Australian Mortgage - Select0.722.174.389.018.388.13

*End of December 2024. Return in AUD after fees.

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