Financial Adviser Services

Delivering better outcomes for advisers and investors.

Trilogy Funds is dedicated to working with Advisers to provide service and support in building wealth for their clients

We are one of Australia’s leading fund managers of property-backed investments, dedicated to helping financial advisers build wealth for their clients. With a track-record of delivering on investment outcomes, backed by a rigorous governance and compliance framework, we offer an alternative option to your clients seeking competitive income, whilst managing risk.

Our Association Partners

Our Education Partners

Why Trilogy Funds?

Personalised Service
Our locally based Distribution and Investor Relations teams are easily contactable and available to help advisers and investors with questions, resources and support.

High standards of corporate governance and compliance ensures an appropriate balance of risk management and investment performance.

SQM Research has rated each of Trilogy’s flagship products with a 4-star rating. We have also secured strong ratings from Foresight Analytics and Evergreen Ratings.

Our products are available on multiple platforms, including Macquarie Wrap, Mason Stevens, Netwealth and Hub24. They are also available for direct investment via the Adviser Portal.

While past performance is not a reliable indicator of future performance we have, to date, had a successful track record of paying regular distributions to investors in Trilogy Funds products.

Trilogy Funds’ income funds offer advisers alternative options to diversify their clients’ portfolios with property or fixed income based investments.

Trilogy Funds was established in 2004 when Philip Ryan joined with Rodger Bacon and John Barry, following their success as Directors of Challenger Limited. Our co-founders have decades of experience and continue to play an active role in the business. They are supported by a team of highly experienced and talented financial and property specialists.

Trilogy Monthly Income Trust

The Trilogy Monthly Income Trust is a private real estate credit fund designed to deliver monthly income to investors, while maintaining a fixed $1.00 unit price1. It has successfully achieved this over its entire 18-year history.

Platform availability

  • Australian Money Market
  • CFS Edge
  • Hub24
  • Mason Stevens
  • Netwealth
  • North
  • OneVue
  • PowerWrap
  • uXchange/Dash

Fund ratings

Australian-ratings-symbol-TMIT-Nov
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SQM-TMIT
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Evergreen Commended Rating TMIT
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DISCLAIMER
  1. Whilst the unit price is fixed, capital losses can occur in circumstances where an asset of the Trust incurs a capital loss.

Trilogy Industrial Property Trust

The Trilogy Industrial Property Trust is an unlisted property fund seeking to capitalise on well-established trends favouring the industrial property market, by holding a diverse portfolio of industrial properties leased to high-quality tenants. It is designed to deliver monthly income and the potential for capital growth to investors.

Platform availability

  • Australian Money Market
  • Hub24
  • Centric
  • Mason Stevens
  • Netwealth
  • Powerwrap
  • Praemium
  • uXchange/Dash

Fund ratings

2025 SQM 4.00 stars logo
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Evergreen Commended Rating TMIT
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Trilogy Enhanced Income Fund

The Trilogy Enhanced Income fund is a diversified income fund designed to deliver monthly income to investors while maintaining a fixed $1.00 unit price1. In addition to providing exposure to the Trilogy Monthly Income Trust, it also invests in a range of investment-grade securities.

Platform availability

  • Australian Money Market
  • Hub24
  • Mason Stevens
  • Netwealth
  • OneVue
  • PowerWrap
  • uXchange/Dash

Fund ratings

Australian-ratings-symbol-TEIF-Nov
Download Report

SQM-ratings-symbol-TEIF
Download Report
DISCLAIMER
  1. While the unit price is fixed, capital losses can occur in circumstances where an asset of the Fund incurs a capital loss.

MDC Trilogy Wholesale Yield Fund I

Quarterly income from economic exposure to Australia’s strong rental markets. The Fund has successfully delivered its target 10%p.a.1 return every quarter since inception.

Important documents

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DISCLAIMER
  1. Targeted net distribution rate (net of fees, costs and taxes) paid quarterly. This rate is not guaranteed and is subject to change.

Our Team

Your client relationships are as valuable to you, as our adviser relationships are to us. That’s why we have a dedicated team that provides you the support you need, when you need it.

We aim to provide streamlined processes, personalised service and access to tools and resources, that will support advisers in providing an enhanced experience to their client.

Get in touch with one of our dedicated Distribution team members for an initial discussion about our investment options and adviser services and discover for yourself how Trilogy Funds can help deliver better outcomes for you and your clients.

Adviser Feedback

Adviser feedback – Lee Roberts, RP Financial Advisory

For over eight years, Lee Roberts of RP Financial Advisory Pty Ltd has been [...]

Adviser feedback – Poole Group Wealth

Jolene & Matthew Sukkarieh, are Directors of Poole Group Wealth, one of the largest [...]

DISCLAIMER
  1. The information on this website contains general information and does not take into account your personal objectives, financial situation or needs. Trilogy is only licensed to provide general financial product advice on its own products and does not consider your objectives, financial situation or needs when providing any information or advice.
  2. The information contained in the Foresight Analytics report and encapsulated in the investment rating is of a general nature only. The report and rating reflect the opinion of Foresight Analytics and Ratings Pty Limited (AFSL 494552). It does not take into account an individual’s objectives, financial situation, or needs. Professional advice should be sought before making an investment decision. A fee has been paid by the fund manager for the production of the report and investment rating.
  3. The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.