Delivering Income
Performance from property
backed investments for over
25 years

0bn
Over $3.2bn worth of projects financed over the last 5 years.
0
Over 4,200 properties under management*.

*Under JV arrangement

0
Over 6,000
active investors.
0
Over 4,700 dwellings and lots financed over the last 5 years.

$3.20bn

Over $3.2bn worth of projects financed over the last 5 years.

4,200

Over 4,200 properties under management*.

*Under JV arrangement

6,000

Over 6,000 active investors.

4,700

Over 4,700 dwellings and lots financed over the last 5 years.

  • Diversified income

Trilogy Enhanced Income Fund

Distribution rate:

6.15% pa1

Invests in

Cash, cash-style investments, investment-grade income securities and the Trilogy Monthly Income Trust.

Cash, cash-style investments, investment-grade income securities and the Trilogy Monthly Income Trust.

  • $5,000 minimum investment

  • Monthly distribution3

  • Fixed $1.00 unit price4

  • 30 day access to funds
  • Investment grade securities

  • Private Real Estate Credit

Trilogy Monthly Income Trust

Distribution rate:

8.05% pa1

Invests in

Loans secured against registered first mortgages held over property, as well as cash and other fixed interest securities.

Loans secured against registered first mortgages held over property, as well as cash and other fixed interest securities.

  • $10,000 minimum investment

  • Monthly distributions3

  • Fixed $1.00 unit price4

  • 17 year track record

  • Loans secured against registered first mortgages

  • Direct Property

Trilogy Industrial Property Trust

Current yield:

7.33% pa1,2

Total return since inception:

8.99% pa2

Invests in

A portfolio of Australian industrial properties diversified geographically and by tenant industry.

A portfolio of Australian industrial properties diversified geographically and by tenant industry.

  • $20,000 minimum investment

  • Monthly distribution3

  • Capital growth potential

  • Tax deferred income

  • 100% leased to high quality tenants

  • Sophisticated Investors

Wholesale opportunities

We offer a range of products for investors who qualify under ASIC’s sophisticated investor test.

Quarterly income from economic exposure to Australia’s strong rental markets. The Fund has successfully delivered its target 10%p.a. return every quarter since inception.

Access to single loan investments to allow wholesale investors to tailor their portfolio.

TRILOGY WHOLESALE INCOME FUND

MDC TRILOGY WHOLESALE YIELD FUND I

COMING SOON: TRILOGY WHOLESALE INCOME INCOME

Disclaimer

  1. Net distribution rate paid to investors for the month ended 30 September 2024. Distributions are calculated daily and paid monthly in arrears. Distributions are quoted net of management fees and costs and assume no reinvestment. Distributions are variable and are not guaranteed to be paid monthly. Past performance is not a reliable indicator of future performance.
  2. The Trilogy Industrial Property Trust current yield is the monthly distribution yield annualised, based on the 1 October 2024 unit price. The total return includes capital growth and income returns. Fund Inception May 2017
  3. Distributions are variable and are not guaranteed to be paid monthly.
  4. While the unit price is fixed, capital losses can occur if an asset of the Trust incurs a capital loss.

Ready to invest?

If you’re ready to invest, our team are ready to guide you through the process. Get in touch today and let’s start investing.

What our investors say

For over 3 years I have invested with Trilogy and am now well on my way to securing a deposit for my first home. Not only has Trilogy provided me with competitive return on my investment, but the level of customer service and comprehensive understanding of each investment opportunity has given me the assurance I need on how my hard earned money is invested and most importantly my return.

Bryce D.
It is such a relief and boost of confidence to feel very secure with such a well balanced, mature company of utmost integrity, to consistently deliver such a high percentage return on investment monthly.
Cheryl M.

I’ve been investing in the Trilogy Monthly Income Trust since its inception. As it’s developed I’ve trusted the fellows that I’ve been involved with. The benefits of investing in the monthly income trust with Trilogy is that I don’t have to think or worry about it, my money does the work for me.

Susan N.

Learn more about our Investments

For over 25 years Trilogy Funds has specialised in property-backed, income investments. We have successfully navigated numerous economic, property and interest rate cycles, seeking to maximise returns while preserving capital in our credit portfolios and pursuing growth in our property investments. Our experience, expertise and reputation enable us to source high quality opportunities for our retail, wholesale, and institutional investors.

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