Our investment solutions

Trilogy Funds’ investment options all share the common goal of providing income-focused solutions designed to help you achieve your financial goals.

We operate managed investment trusts, focused on property, and other financial assets on behalf of over 10,000 investors. We do this by leveraging our combined talents to actively manage your investment.

Whether you’re considering investment in our mortgage trust, diversified income fund or our property trusts, we aim to provide investors with a competitive monthly income.

TRILOGY MONTHLY INCOME TRUST

• Minimum investment. $10,000
• Net distribution rate. 8.05% PA*

*April 2024 net distribution rate annualised. Variable rate.

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TRILOGY ENHANCED INCOME FUND

• Minimum investment. $5,000
• Net distribution rate. 6.30% PA*

*April 2024 net distribution rate annualised. Variable rate.

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TRILOGY INDUSTRIAL PROPERTY TRUST

• Minimum investment. $20,000
• Net distribution rate. 8.00 CPU PA^

*Average net distribution annualised paid to investors monthly for the 12 months to 30 April 2024. Variable rate.

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Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 30 April 2024. 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 annualised net distribution of 8.00 CPU p.a. for the month ending 30 April 2024. 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.

Trilogy Enhanced Income Fund

• Minimum investment. $5,000
• Net distribution rate. 6.30% PA*

*April 2024 net distribution rate annualised. Variable rate.

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Trilogy Monthly Income Trust

• Minimum investment. $10,000
• Net distribution rate. 8.05% PA*

*April 2024 net distribution rate annualised. Variable rate.

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Trilogy Industrial Property Trust

• Minimum investment. $20,000
• Net distribution rate. 8.00 CPU PA^

*Average net distribution annualised paid to investors monthly for the 12 months to 30 April 2024. Variable rate.

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Fully Subscribed Property Trusts

These Trusts, while currently closed for new investment, aim to provide investors with competitive income with the opportunity for capital growth over the long-term.

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Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 30 April 2024. 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 annualised net distribution of 8.00 CPU p.a. for the month ending 30 April 2024. 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.

Case study

Trilogy Funds delivers for investors with Ravenhall office sale

Investors in the Ravenhall Office Trust (Trust) have seen a favourable outcome in the performance of their investment in the trust following the sale of the property on Robinsons Road, Ravenhall, Victoria.

Over the seven years the Trust held the Property, it paid investors monthly distributions equivalent to 8.00% p.a. net of fees. The estimated Internal Rate of Return (IRR) delivered by the Trust for investors over this timeframe was 11.00%. The IRR represents the total achieved rate of return for investment.

The sale demonstrates Trilogy Funds’ investment strategy for the Trust, which was to select and acquire a property that provided investors with access to competitive monthly income and the opportunity for capital growth over the long term.

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