Relative Return: Lifting the mystery around mortgage trusts

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to managing director, Philip Ryan, on the role mortgage trusts play in portfolios, particularly in a rising rate environment.


Listen as they discuss:

  • The different roles for senior and subordinated debt
  • Managing strategic duration in portfolios
  • Exposure to builders and construction projects
  • Location, location, location when buying property
  • The difference between development loans and retail mum and dad loan

This article is issued by Trilogy Funds Management Limited ABN 59 080 383 679 AFSL 261425 (Trilogy Funds) as responsible entity for the management investment schemes mentioned in this article. Application for investment can only be made on the application form accompanying the relevant Product Disclosure Statement (PDS) and by considering the Target Market Determination (TMD) available at The PDS 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, together with the TMD. 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 are not bank deposits and are not government guaranteed. Past performance is not a reliable indicator of future performance.

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