Fund in Focus: Why this fund could be a better option than buying single REITs on the ASX

Industrial property is a growing asset class – and this Trust wants to take advantage of it.

When interest rates were on their uphill climb in 2022/2023, few stocks were impacted more than those in the ASX REITs space. According to Livewire Markets, “rising rates and rising bond yields are a cocktail of disaster for many of these stocks”. This is why Clinton Arentz, Head of Lending & Property Assets at Trilogy Funds, believes the better way to access the space is in a Trust.

In this edition of Livewire’s ‘Fund in Focus’, Arentz sits down with Livewire Senior Editor Hans Lee to take a closer look into the (Trust). Listen as they discuss:

  • Introduction to the Unlisted Property Trust
  • Reasons for offering the Trust
  • Differentiation from Listed Property Trusts
  • Trust’s Investment Strategy
  • Trust Assets and Management Style
  • Distribution Profile
  • Investment Requirements

View the episode transcript here.


Learn about Trilogy Funds’ Industrial Property Trust

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This article is issued by Trilogy Funds Management Limited ABN 59 080 383 679 AFSL 261425 (Trilogy Funds) as responsible entity for the Trilogy Industrial Property Trust ARSN 623 096 944. Application for investment can only be made on the application form accompanying the Product Disclosure Statement (PDS) dated 11 September 2023 and by considering the Target Market Determination (TMD) dated 11 September 2023 for the Trilogy Industrial Property Trust ARSN 623 096 944 available at www.trilogyfunds.com.au. The PDS and the TMD contain 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 not a reliable indicator of future performance. 

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