Discover how property-based investments could boost your retirement income with our e-guide

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 to provide competitive and regular investment income. Request our free e-guide to discover how income focused funds could help you earn more from your investments.

Trilogy Funds is one of Australia’s leading fund managers. Australian owned and operated.

For more than 24 years, seeking income and managing risk on behalf of investors and borrowers has remained at the heart of everything we do.

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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.

2.20%PA*

April 2022 net distribution rate annualised. Variable rate.

 

 

Trilogy Enhanced Income Fund

2.20%PA*

April 2022 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

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4.80%PA*

April 2022 net distribution rate annualised. Variable rate.

 

 

Trilogy Monthly Income Trust

4.80%PA*

April 2022 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

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Current yield

6.98% PA^

April 2022 current yield annualised.
Variable yield.

 

 

Trilogy Industrial Property Trust

Current yield

6.98% PA^

April 2022 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

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Fully Subscribed Property Trusts

Fully Subscribed Property Trusts

Investment strategy
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 2022. 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 April 2022. This is equivalent to a yield of 6.98% p.a. annualised based on the unit price of $1.0886 as at 1 April 2022.

**Distribution amount for the month ended 30 April 2022. 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.

Request our free e-guide and learn how property-based income investments could boost your retirement income

Why invest with Trilogy Funds?

  • Experienced fund managers for over 24 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.

Learn more about our products on our blog

“The opportunity to invest a portion of my portfolio in income-focused investment options with competitive returns, and the personalised service from the Trilogy Funds team, all give me the confidence to be a company Ambassador and Trilogy investor. I know my savings are working hard for me.”

Ian Healy
Former Australian Wicket-keeper and Trilogy Investor