Reliable Monthly Income Backed by Australian Property

A monthly income investment designed to help retirees keep pace with rising living costs.

19 year history of delivering monthly income to investors1

Is your income keeping up with rising costs?

Many retirees are finding their savings aren’t stretching as far as they used to. Everyday expenses continue to rise while cash and term deposit rates often lag behind.

The Trilogy Monthly Income Trust (Trust) offers an income solution designed to help support your monthly cashflow with more predictability.

Aims to provide consistent monthly income

The Trilogy Monthly Income Trust aims to generate steady monthly income supported by a diversified portfolio of property secured loans.

With a 19 year track record of monthly distributions1, the Trust is designed for retirees seeking reliable, competitive income that can help support everyday expenses.

FeatureBenefit to You
Monthly income paymentsHelps plan and manage regular expenses
Property secured lendingFocus on capital preservation
Diversified loan exposureHelps manage risk
Professionally managedExperienced Australian team

Feature & benefit to you

  • Monthly income payments, helping you to plan and manage regular expenses

  • Property secured lending, with a focus on capital preservation

  • Diversified loan exposure, helping to manage risk

  • Professionally managed, experienced Australian team

Why retirees consider the Trilogy Monthly Income Trust

  • 19 year record of delivering monthly income1

  • Focus on income stability

  • Diversified property secured lending
  • Designed for income focused investors
  1. Past performance is not a reliable indicator of future performance.

Issued by Trilogy Funds Management Limited ABN 59 080 383 679 AFSL 261425. Visit trilogyfunds.com.au for PDS and TMD for the Trilogy Monthly Income Trust ARSN 121 846 722 which includes further information and risks such as loss of part or all of your capital or no or lower than expected returns.