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Trilogy Funds provides opportunities for high-net-worth investors who operate as wholesale, sophisticated or professional investors under the Corporations Act.

Trilogy Funds is one of Australia’s leading fund managers of property-based investments. For over 23 years, seeking income and managing risk on behalf of thousands of investors has remained at the heart of everything we do.

We specialise in managing mortgage trusts, diversified income funds and property trusts that all share the common goal of providing income-focused solutions designed to help you achieve your financial goals. We do this by leveraging our combined talents and decades of experience in property development and fixed interest to actively manage your investment.

Trilogy Funds provides opportunities for high net worth investors who operate as wholesale, sophisticated or professional investors under the Corporations Act. These investors may be entitled to a rebate of management fees charged by Trilogy Funds on certain investment offerings.

Trilogy Wholesale Income Fund

Minimum investment
$2,000,000

Investment strategy
To invest in a registered managed investment scheme, the Trilogy Monthly Income Trust.

Distribution frequency
Designed to pay monthly distributions.

Minimum investment
$10,000

Investment strategy 
An investment that seeks to provide income from a portfolio of loans secured by first mortgages over Australian property.

Distribution frequency
Aims to pay monthly

Minimum investment
$50,000

Investment strategy
Investing in one of the most sought-after asset classes currently available, the Industrial Trust is designed to provide a competitive and regular income and the opportunity for long-term capital growth. 

Distribution frequency
Aims to pay monthly.

Minimum investment
$5,000

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.

Distribution frequency
Aims to pay monthly.

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.

**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.

Interested in learning more?

To learn more about Trilogy Funds and our wholesale investment opportunities, contact our dedicated Business Development Manager on (07) 3039 2828.

To receive an information pack on any of these products, simply complete the form below.

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Wyatt Leonard | Trilogy Funds

Wyatt Leonard

Business Development Manager
Wholesale Investments
07 3039 2828