Current rate *8.00% PA

Updated June 2023

* July 2023 net distribution rate annualised.

Past performance is not a reliable indicator of future performance. Rates are variable.

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Fixed Unit Price at $1.00

Monthly Distribution
Capital Stability 

Why invest? 

With decades of managed investment and property experience we know that basic risk mitigation is not enough. Our policy of loan diversification is designed to deliver monthly distributions to our investors and help protect the Trust from significant losses by ensuring a level of diversification in registered first mortgages that may not be possible for an investor when investing on their own in Australian property.

RECOGNITION

Rated ‘Very Strong’ in Foresight Analytics 2021 research report1

Australia Ratings | Trilogy Monthly Income Trust

Key Features

  • No entry or exit fees
  • Monthly distributions
  • Adds diversification to your broader investment portfolio
  • Containing 135+ loans diversified by location, development type and project stage
  • Income derived from Australian Property Development and construction loans secured by first mortgages

Choose between monthly distribution or automatically reinvestment 

You may nominate to have your distributions paid into your bank account monthly, or automatically reinvest to leverage compound interest to grow your capital further.

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The Mornington Peninsula, Victoria-aerial view
Mid-50s to 60s woman Staying in the the social loop thanks to technology

Investment Overview

Minimum Investment: $10,000

Minimum Additional Investment: $1,000

Minimum Holding Period: 2 Months

Withdrawal Notice Period: 4 Months

Inception: Feburary 2007

Terms and Conditions

  1. This Promotion is provided by Trilogy Funds Management Limited (Promoter) ABN 59 080 383 679 AFSL 261425. For the purposes of these Terms and Conditions, a reference to the Promoter includes a reference to the Promoter’s related entities.
  2. Information on how to qualify for this Promotion forms part of these Terms and Conditions. Entry to the Promotion is free and voluntary. By entering this Promotion in accordance with clause 6 entrants agree to be bound by these Terms and Conditions.
  3. First prize is two (2) x tickets to the 2023 Toyota AFL Grand Final, including pre-game brunch, plus two (2) signed and framed Hawthorn Football Club 2023 Official Team Signed Guernsey’s, valued at $6,190. Prizes are subject to any additional terms and conditions imposed by the relevant supplier of the prize, the Promoter, Hawthorn Football Club or the Australian Football League.
  4. This Promotion commences Thursday 6 July at 09.00am AEST and closes Friday 8 September 2023 at 11:59pm AEST.
  5. This Promotion is open only to entrants who meet the eligibility requirements as stated in these Terms and Conditions and who are over 18 years of age and are Australian residents. By entering this Promotion, you warrant that you meet the eligibility requirements and acknowledge the Promoter’s right to disqualify any entrants that breach these Terms and Conditions pursuant to clause 18. Failure by the Promoter to exercise a right, either in part or in full, conferred by these Terms and Conditions does not constitute a waiver of that right.
  6. To enter this Promotion, the entrant must complete the entry form available on the Promoter’s website https://www.trilogyfunds.com.au/hawks-grand-final-competition. Each entrant is strictly limited to one (1) entry into the Promotion.
  7. The Promotion is not open to employees of the Promoter or any of its related entities. This exclusion extends to an employees’ spouse, de facto spouse, parent, child and sibling.
  8. The winning entrant will be drawn by a random selection of all valid entries via electronic draw on Monday, 11 September 2023 at 11am by the Promoter at 10 Eagle Street, Brisbane QLD 4000. No entrant is required or permitted to attend the drawing of the prize.
  9. The Promoter will notify the winning entrant via their nominated email address and/or telephone or mobile number within five (5) business days from the date of the draw as stated in clause 8. The name of the winning entrant will be published on the competition landing page for at least five (5) business days. The winning entrant must respond to the notification and claim the prize within five (5) business days from the date of the notification. If the prize is not claimed by the winning entrant within this time frame, the prize will be redrawn in accordance with clause 8 and all previous winners will forfeit all claims to the prize. For the avoidance of doubt, only the winning entrant(s) will be contacted by the Promoter in relation to the prize. The Promoter is not liable and accepts no responsibility if a previous winning entrant forfeits their claim to the prize pursuant to this clause 9.
  10. The Promoter will deliver the prize to the winning entrant within 28 calendar days from the date the prize is claimed by the winner pursuant to clause 9 unless the winning entrant agrees in writing that the prize may be delivered at a later date, or the Promoter is unable to deliver the prize to the winning entrant after making all reasonable efforts. The Promoter is not liable and accepts no responsibility for any loss or damage caused to the prize, in transit or otherwise. The Promoter is under no obligation to issue a replacement prize, but may, in its sole and absolute discretion, decide to do so. If a replacement prize is issued, entrants acknowledge and accept that the replacement prize may not be the same prize or of the same value stipulated in clause 3.
  11. The Promoter is not liable and accepts no responsibility for any late, lost, delayed, incomplete, incorrectly submitted or corrupted entries, whether due to omission, error, alteration, tampering, deletion, theft, destruction, disruption to any communication network or medium, or otherwise including those entries not received by the Promoter for any reason.
  12. The prize is not transferrable and is not redeemable for cash, interests in a financial product or service issued or provided by the Promoter or any other asset or interest. The Promoter is not liable, and no compensation will be payable, if the winning entrant is unable to use the prize as stated.
  13. To the greatest extent permitted by law, the Promoter (including its officers, employees and representatives) is not liable and accept no responsibility for any loss (including indirect, special or consequential loss), or expense, or personal injury or death which is suffered or sustained (whether or not arising from any person’s negligence or wilful misconduct) by any person in connection with this Promotion or accepting or using a Prize, except for any liability which cannot be excluded by law.
  14. To the greatest extent permitted by law, the Promoter excludes all warranties, representations or guarantees (Warranties) regarding this Promotion and any prizes, including any Warranties which may have been made in the course of advertising or promoting the Promotion. By entering this Promotion, an entrant releases and indemnifies the Promoter and its related entities (including the officers, employees and representatives of each) from and against all actions, penalties, liabilities, claims or demands the entrant may have against the Promoter or that the Promoter may incur for any loss or damage which is or may be suffered or sustained as a direct or indirect result of an entrant entering or participating in this Promotion or winning or failing to win a prize, except for any liability which cannot be excluded by law or which would cause any part of this clause to be void or unenforceable.
  15. Notwithstanding clause 14, if the Promoter incurs a liability to an entrant under any law which implies a Warranty into these Terms and Conditions which cannot legally be excluded, the Promoter’s liability in respect of this Promotion is strictly limited to, in the Promoter’s discretion, resupplying the prize on offer under this Promotion or paying the cost of resupplying the prize on offer.
  16. By entering this Promotion, entrants consent to the Promoter:
  • collecting their personal information including, but not limited to, the entrant’s name, email address, phone number and postcode;
  • collecting and using their personal information for the purposes of facilitating this Promotion and for promotional, marketing, publicity and research purposes, including, but not limited to, direct marketing and the sending of commercial electronic messages. Entrants may at any time opt out of receiving any promotional, marketing, publicity or research materials by unsubscribing to any communications and may at any time withdraw their consent to their personal information being used for promotional, marketing, publicity or research purposes by contacting the Promoter;
  • using an image and name of an entrant in future promotional, marketing, publicity or research material and using their image for these purposes. Entrants may at any time withdraw their consent to their image being used for promotional, marketing, publicity or research purposes by contacting the Promoter;
  • disclosing their personal information to third parties, such as contractors, service providers and regulatory authorities, for the purposes described in this clause 16 and where required by law; and
  • otherwise collecting, using, disclosing and storing all personal information collected in accordance with the Promoter’s Privacy Policy, which is available on the Promoter’s website or can be requested by contacting the Promoter directly. The Promoter’s Privacy Policy provides additional information such as how entrants may access and/or seek a correction of their personal information that is held by the Promoter, how entrants can complain about a breach of the Promoter’s Privacy Policy and how the Promoter will deal with such a complaint.
  1. If this Promotion is incapable of being run by reason of computer virus, communications network failure, bugs, tampering, unauthorised intervention, fraud, technical failure or any cause beyond the control of the Promoter, the Promoter may in its absolute discretion cancel, terminate, modify or suspend the Promotion and invalidate any affected entries, or suspend or modify a prize, subject to State regulation.
  2. The Promoter reserves the exclusive right to disqualify an entrant from this Promotion if the entrant breaches the Terms and Conditions of this Promotion or engages in acts or omissions that are likely to cause detriment to, or otherwise acts in a manner that in the Promoter’s opinion is likely to adversely impact the interests of, the Promoter, Hawthorn Football Club, the Australian Football League or other entrants.
  3. If a dispute arises between an entrant and the Promoter concerning the conduct of this Promotion or claiming a Prize, the Promoter will take reasonable steps to consider the entrant’s dispute and to respond to it fairly within a reasonable time. In all other respects, the Promoter’s decision is final and binding on all entrants.
  4. For the avoidance of doubt, the laws of Victoria apply to this Promotion and entrants submit to the non-exclusive jurisdiction of the courts of Victoria.
  5. A copy of these Terms and Conditions can be obtained at https://trilogyfunds.com.au/hawks-grand-final-competition/
  6. Authorised AFL GF Promotion Code: GFAFL23/66

Think Income. Think Trilogy

Build wealth from a diverse range of registered first mortgage trusts in Australian Property.

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