Are your investments working as hard as you do?

Request a copy of our Information Pack and go into the draw to win a $250 gift card^.

In the current low-rate environment, generating income from your hard-earned savings can be challenging. However, there are options. Trilogy’s property-based and diversified funds are designed, and aim to, provide competitive and regular investment income.

Trilogy Funds is one of Australia’s leading boutique fund managers. Australian owned and operated, for more than 23 years, seeking income and managing risk on behalf of investors and borrowers has remained at the heart of everything we do.

^Subject to T&C’s

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Income-focused products

Our investment offerings are designed to help you achieve your financial goals, whatever they may be. Our flagship products include the Trilogy Monthly Income Trust, an income-focused pooled mortgage trust; the Trilogy Enhanced Income Fund, a diversified fixed income fund; and the Trilogy Industrial Property Trust, an Australian industrial property trust with a portfolio of properties located in key Australian regional and metropolitan precincts. View more details on our products below or scroll down for more information on Trilogy and links to our most popular blog articles.

3.03%PA*

September 2021 net distribution rate annualised. Variable rate

 

Trilogy Enhanced Income Fund


Minimum investment
$5,000

Distribution frequency
Aims to pay monthly

Rated ‘Very Strong’ in Foresight Analytics 2020 research report1

3.03%PA*

September 2021 net distribution rate annualised. Variable rate

 

Trilogy Enhanced Income Fund

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. Minimum investment $5,000 Distribution frequency Aims to pay monthly Learn more

5.35%PA*

September 2021 net distribution rate annualised. Variable rate

 

Trilogy Monthly Income Trust


Minimum investment
$10,000

Distribution frequency
Aims to pay monthly

Rated ‘Very Strong’ in Foresight Analytics 2020 research report1

5.35%PA*

September 2021 net distribution rate annualised. Variable rate

Trilogy Monthly Income Trust

Investment strategy
An investment that seeks to provide income from a portfolio of loans secured by registered first mortgages over property along the eastern seaboard of Australia.

Minimum investment
$10,000

Distribution frequency
Aims to pay monthly

Learn more

Current yield

7.10% PA^

September 2021 current yield annualised.
Variable yield.

 

Trilogy Industrial Property Trust


Minimum investment
$50,000

Distribution frequency
Aims to pay monthly

Current yield

7.10% PA^

September 2021 current yield annualised.
Variable yield.

 

Trilogy Industrial Property Trust

Investment strategy
To build a diverse portfolio of industrial properties located in established regional and metropolitan precincts, that offer the opportunity of value-add.

Minimum investment
$50,000

Distribution frequency
Aims to pay monthly

Learn more

Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 30 September 2021. 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 7.60 CPU p.a.** annualised for the month of September 2021. This is equivalent to a yield of 7.10% p.a. annualised based on the unit price of $1.0703 as at 1 September 2021.

**Distribution amount for the month ended 30 September 2021. Net distributions are variable each month and are 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 Funds is one of Australia’s leading fund managers of property-based investments.

  • Experienced fund managers for over 23 years
  • Managing risks and seeking income on behalf of thousands of investors
  • International Finance Awards Winner 2019 & 2020
  • Australian owned and based company
  • Dedicated and Australian-based Investor Relations team
  • Track record of paying competitive monthly income*

Past performance is not a reliable indicator of future performance.

Win a $250 Gift Card Terms and Conditions

1. This promotion is provided by Trilogy Funds Management Limited (the Promotor) ABN 59 080 383 679 AFSL 261425.

2. Information on how to qualify for the promotion forms part of these Terms and Conditions. Participation in this promotion is deemed acceptance of these Terms and Conditions.

3. This promotion does not apply in conjunction with any other promotion.

4. By entering, you consent to receive marketing materials from Trilogy Funds.

5. The prize is a $250 gift card.

6. To go in the draw to win a gift card, the entrant must complete the entry form via the campaign webpage – www.trilogyfunds.com.au/moneymag

7. The promotion commences on 1 September and closes at midnight on 31 October 2021.

8. The winner will be drawn on a lucky draw basis on Monday, 1 November between 10am and 11am.

9. The Promotor will contact the winner via phone and in writing to notify them of the prize.

10. The decisions made about the competition by the Promotor are final.

11. Recipient of the gift cards are bound by the Gift Card terms and conditions.

12. Employees of Trilogy Funds and their family members are not permitted to enter the promotion.

13. Winners details will be published on the Trilogy Funds website.