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 journy. Discover how Trilogy Funds can help you.
Our investment solutions
TRILOGY MONTHLY INCOME TRUST
• Minimum investment. $10,000
• Net distribution rate. 8.05% PA*
*September 2023 net distribution rate annualised.
Variable rate.
TRILOGY ENHANCED INCOME FUND
• Minimum investment. $5,000
• Net distribution rate. 6.05% PA*
*September 2023 net distribution rate annualised.
Variable rate.
TRILOGY INDUSTRIAL PROPERTY TRUST
• Minimum investment. $50,000
• Net distribution rate. 8.00 CPU PA^
*Average net distribution annualised paid to investors monthly for the 12 months to 30 September 2023.
Variable rate.
Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 30 September 2023. 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 an average of 8.00 CPU p.a. annualised for the 12 months to 30 September 2023. Distributions are variable each month, 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.
Hear more from Trilogy Funds on our blog
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Aussie housing crisis and the impacts on property investing
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Investing for income – key considerations to ensure your investment is someone’s first priority
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Trilogy Funds Update – October 2023
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