Introducing the
Trilogy Monthly Income Trust
An income-focused pooled mortgage trust designed to offer competitive monthly income and portfolio diversity.
The Trilogy Monthly Income Trust is a pooled mortgage investment, providing investors with exposure to returns available through loans secured by registered first mortgages over Australian property. Each loan in our portfolio is assessed by our lending committee, made up of a team of experienced fund managers, property, real estate and construction specialists.
Trilogy Monthly Income Trust finances a diverse range of property developments in the residential, commercial, industrial, and retail property sectors in Australia. For more than 17 years, our managed funds, raised by our investors, have enabled the successful completion of hundreds of projects across Australia.
Platform Availability
Fund Rating
*Click the image to download the report.
“We are pleased to announce that the Trilogy Monthly Income Trust has retained a ‘VERY STRONG’ rating from independent research agency Foresight Analytics, in their November 20232 report.
‘Superior 4-Star’ rating from SQM Research3
‘Commended’ rating from Evergreen Ratings
2The information contained in the Foresight Analytics report and encapsulated in the investment rating is of a general nature only. The report and rating reflect the opinion of Foresight Analytics and Ratings Pty Limited (AFSL 494552). It does not take into account an individual’s objectives, financial situation, or needs. Professional advice should be sought before making an investment decision. A fee has been paid by the fund manager for the production of the report and investment rating.
3The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Fund information
The Trilogy Monthly Income Trust has delivered consistent returns in a low yield environment to its investors since launch in 20074.
4Past performance is not a reliable indicator of future performance.
5Whilst the unit price is fixed, capital losses can occur in circumstances where an asset of the Trust incurs a capital loss.
Historical performance
Data provided in the below table is current as at 31 December 2024.
| Historical Performance 6,7 | |||||||
|---|---|---|---|---|---|---|---|
| 1 month | 3 month | 6 month | 1 year | 3 year | 5 year | Inception | |
| Return | 0.67% | 1.98% | 4.01% | 8.00% | 7.08% | 6.68% | 7.49% |
6 All distribution rates quoted are variable, net of fees, costs and taxes and assume no distribution reinvestment. Past performance is not a reliable indicator of future performance.
7 3-year, 5-year and inception data are reported on a per annum basis.
Risks
An investment in the Trust is subject to general investment risks, specific risks of investing in a managed fund such as the Trust, as well as all the risks of investing in a portfolio of registered first mortgages over real property and any other assets that the Trust invests in from time to time. Before making an investment, you should read the Product Disclosure Statement (PDS) in full to understand these risks.
