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.

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.

Investment options

We offer a range of investment income solutions, all of which are designed to provide a competitive, regular investment income for your clients’ portfolios.

  • Private Real Estate Credit

Trilogy Monthly Income Trust

Trilogy Monthly Income Trust

An income-focused product, providing competitive yield and portfolio diversity.

The Trilogy Monthly Income Trust (Trust) is a pooled mortgage investment that provides investors with exposure to returns available through loans secured by first registered mortgages over Australian property. The Trust finances a diverse range of property developments in the residential, commercial, industrial and retail sectors across the eastern seaboard of Australia. This structure provides a high level of diversification including geographic, borrower and lifecycle diversification amongst the array of loans secured by first mortgages.

Trilogy Enhanced Income Fund

A diversified income fund, with access to money in 30 days.

The Trilogy Enhanced Income Fund (Fund) invests directly and indirectly in a portfolio of cash, fixed-interest investments and other financial assets, with returns enhanced via exposure to the Trilogy Monthly Income Trust. Our dedicated in-house Treasury team proactively manages the fund by choosing ‘best in breed’ investments and closely monitors the Funds’ risks, liquidity and pricing. The target benchmark for the Fund is the Official Cash Rate plus 1.50% per annum, assuming reinvestment of distributions.

  • Diversified income

Trilogy Enhanced Income Fund

  • Direct Property

Trilogy Industrial Property Trust

Trilogy Industrial Property Trust

An industrial property trust that aims to provide regular income and the opportunity for long-term capital growth.

The Trilogy Industrial Property Trust (Industrial Trust) aims to build a diverse portfolio of industrial properties located in key Australian regional and metropolitan precincts. The Industrial Trust targets industrial properties that have the potential to provide investors with long-term cashflows and could offer the opportunity of value-add. This could include tenant-led expansion, refurbishment, and improvement works. The Trust will also consider development opportunities, brining fresh stock to the portfolio and enabling the Trust to secure long-term leases with new tenants.

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.

*Net distributions are variable each month and are quoted net of management fees, costs and assume no reinvestment. (Distributions are calculated daily and paid monthly in arrears). Please note, past performance is not a reliable indicator of future performance.

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.