Introducing the Trilogy Essential Retail Fund
The retail landscape is shifting. As consumers become more digitally oriented and time-constrained, demand is rising for community retail hubs that provide quick, convenient access to everyday essentials. Simultaneously, categories like furniture, camping, hardware, and pet care are drawing shoppers toward destinations where specialist expertise and product range take centre stage.
Convenience retail and large format retail assets are well positioned to capitalise on these trends. In addition to retail tenants, these centres often include essential services such as medical, childcare, and self-storage – creating complementary foot traffic and resilient occupancy.
These retail subsectors offer both reliable income and long-term growth potential.
These are the assets the Trilogy Essential Retail Fund is built around.
Fund information
Thanks to strong investor demand, the Trilogy Essential Retail Fund successfully launched in October 2025 with its first asset, Brighton Village, WA.
We’re actively sourcing high-quality retail properties to grow the portfolio and deliver reliable income and long-term value potential for investors.
Our next acquisition will open a new capital raise – giving you the opportunity to invest in Brighton Village and future assets. Register your interest today to be first in line when the next opportunity goes live.
3 Indicative only for period 1 September 2025 to 30 June 2026. Does not include the effect of capital gains tax
4 Distributions are variable and not guaranteed. Past performance is not a reliable indicator of future performance.
Property overview
Now fully subscribed, Brighton Village, WA was the seed asset for the Trilogy Essential Retail Fund. Brighton Village is a high quality retail asset based in the rapidly expanding city of Wanneroo, which is projected to add over 70,0005 new homes in the next 20 years.
Tenanted by Coles and essential service providers, the asset is positioned to deliver regular income with the potential for upside through asset enhancement and rental growth.
While this opportunity is now fully subscribed, and the Fund is currently closed to new applications, it illustrates Trilogy Funds’ commitment to identifying high-quality retail assets.
Important documents
Trust updates
| Date | Document | Type |
|---|---|---|
| 03.11.2025 | Trilogy Funds Sydney office change of address – Level 25, 56 Pitt Street, Sydney NSW 2000 | Investor update |
| 30.09.2025 | Brighton Village, 6 Kingsbridge Boulevard, Bulter WA 6036 | Settlement of Brighton Village, 6 Kingsbridge Boulevard, Bulter WA 6036, occurred on Tuesday 30 September 2025 | Acquisition |
| 22.07.2025 | Product Disclosure Statement (PDS) July 2025 | Investor Update |
| 22.07.2025 | Target Market Determination (TMD) July 2025 | Investor Update |
| 22.07.2025 | RG46 Report July 2025 | Investor Update |
Media Coverage
The property opportunity offering 7% yield
Diamond in the rough: Why convenience retail survived the ‘apocalypse’
Trilogy picks retail ‘sweet spots’ to underpin new fund offering
Trilogy Funds opens capital raise for newly launched retail property fund
DISCLAIMER
5 abs.gov.au/statistics/people/population/population-projections-australia/latest-release
This page is issued by Trilogy Funds Management Limited ABN 59 080 383 679 AFSL 261425 (Trilogy Funds) as responsible entity for the Trilogy Essential Retail Fund ARSN 687 648 068. Application for investment can only be made on the application form accompanying the Product Disclosure Statement (PDS) dated 22 July 2025. The PDS and Target Market Determination (TMD) dated 22 July 2025 for the Trilogy Essential Retail Fund ARSN 687 648 068 are available at www.trilogyfunds.com.au. The PDS contains full details of the terms and conditions of investment and should be read in full, particularly the risk section, prior to lodging any application or making a further investment. All investments, including those with Trilogy Funds, involve risk which can lead to no or lower than expected returns, or a loss of part or all of your capital. Trilogy Funds is licensed to provide only general financial product advice about its products and therefore recommends you seek personal advice on the suitability of this investment to your objectives, financial situation and needs from a licensed financial adviser. Investments with Trilogy Funds are not bank deposits and are not government guaranteed. Past performance is no indicator of future performance.
