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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 25 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.

New Opportunity

MDC Trilogy Wholesale Yield Fund I 

 

Minimum investment
$250,000
Targeted net distribution rate 
10.00%^ p.a. 

Distribution frequency
Designed to pay quarterly distributions

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^Targeted net distribution rate (net of fees, costs and taxes) paid quarterly. This rate is not guaranteed and is subject to change. 

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.

Interested in learning more?

To learn more about Trilogy Funds and our wholesale investment opportunities, contact Head of Distribution, Wyatt Leonard today on (07) 3039 2828 or 0401 047 494.

Wyatt Leonard | Trilogy Funds

Wyatt Leonard

Head of Distribution
D: 07 3039 2828
M: 0401 047 494
E: w.leonard@trilogyfunds.com.au

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