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Join thousands of investors building their wealth with Trilogy Funds
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Thank you for your interest in Trilogy Funds
We are one of Australia’s leading property-based fund managers. For over 24 years*, we’ve been distributing monthly income to thousands of investors.
We specialise in managing mortgage trusts, diversified income funds and property trusts that are all designed for our investors as income-focused investment solutions.
Download a copy of our investing brochure today to learn more about our investment solutions, and join the thousands of investors building their wealth with Trilogy Funds.
*Past performance is not a reliable indicator of future performance.
Trilogy Enhanced Income Fund
Minimum investment
$5,000
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.
Distribution frequency
Monthly^
Withdrawals
30 days notice^
Funds Under Management
$80+ million^^
Trilogy Industrial Property Trust
Minimum investment
$50,000
Investment strategy
To build a diverse portfolio of industrial properties located in established regional and metropolitan precincts, that offer the opportunity of value–add.
Distribution frequency
Monthly^
Property portfolio
15 properties in diverse portfolio
WALE
5.09 years WALE (by income)
Funds Under Management
$207+ million^^
Trilogy Monthly Income Trust
Minimum investment
$10,000
Investment strategy
An investment that seeks to provide income from a portfolio of loans secured by first mortgages over Australian property.
Distribution frequency
Monthly^
Loans
150+ loans in diverse portfolio
Funds Under Management
$662+ million^^
Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 30 November 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 an average of 7.57 CPU p.a. annualised for the 12 months to 30 November 2022. 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.
^Subject to terms of the PDS.
^^As at 30 November 2022.
AUM
$1.03+ BILLION
(as at 30 November 2022)
CELEBRATING
24 YEARS
10,000+
INVESTORS
