Building wealth together

Whoever you are and whatever your financial goals may be, we're here to support you on this journey.
Discover how Trilogy Funds could help you.

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Seeking development or construction finance?

Trilogy Funds is one of Australia’s leading specialist lenders to the residential, commercial, industrial and retail property development construction sectors.

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2.20%PA*

April 2022 net distribution rate annualised. Variable rate.

 

 

Trilogy Enhanced Income Fund

2.20%PA*

April 2022 net distribution rate annualised. Variable rate.

Trilogy Enhanced Income Fund

Investment strategy
Invest directly and indirectly in a portfolio of cash, cash-style investments and other financial assets with returns enhanced via exposure to the Trilogy Monthly Income Trust.

Minimum investment
$5,000

Distribution frequency
Aims to pay monthly

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4.80%PA*

April 2022 net distribution rate annualised. Variable rate.

 

 

Trilogy Monthly Income Trust

4.80%PA*

April 2022 net distribution rate annualised. Variable rate.

Trilogy Monthly Income Trust

Investment strategy
An investment that seeks to provide income from a portfolio of loans secured by registered first mortgages over Australian property.

Minimum investment
$10,000

Distribution frequency
Aims to pay monthly

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Current yield

6.98% PA*

April 2022 current yield annualised.
Variable yield.

 

Trilogy Industrial Property Trust

Current yield
6.98% PA*

April 2022 current yield annualised. Variable yield.

Trilogy Industrial Property Trust

Investment strategy
To build a diverse portfolio of industrial properties located in established regional and metropolitan precincts, that offer the opportunity of value–add.

Minimum investment
$50,000

Distribution frequency
Aims to pay monthly

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Property Development Finance

Funds readily available for property development & construction loans.

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Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 30 April 2022. Net distributions are variable each month and are quoted net of management fees, costs and assume no reinvestment. Please note, past performance is not a reliable indicator of future performance.

^The Trilogy Industrial Property Trust (Industrial Trust) paid investors 7.60 CPU p.a.** annualised for the month of April 2022. This is equivalent to a yield of 6.98% p.a. annualised based on the unit price of $1.0886 as at 1 April 2022.

**Distribution amount for the month ended 30 April 2022. Net distributions are variable each month and are net of management fees, costs and assume no reinvestment. Distributions are paid monthly in arrears. Please note, past performance is not a reliable indicator of future performance.

 

 

 

 

 

 

Building wealth together

When it comes to property-based investing, we take things personally.

 

We’ve been building wealth together with Australian investors, advisers, developers and brokers for over 24 years. For us, Building wealth together means fostering tailored, personal interactions. It means delivering:

  • Better outcomes for investors
  • Better construction and development finance solutions
  • Better opportunities for our team and suppliers
  • Sustainable growth in the Australian property and investment sectors.

 

SO WHOEVER YOU ARE AND WHATEVER YOUR FINANCIAL GOALS MAY BE, WE’RE HERE TO SUPPORT YOU ON THIS JOURNEY. DISCOVER HOW TRILOGY FUNDS CAN HELP YOU.

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