Our story

Trilogy Funds can trace its origins back to 1998 when a law firm, of which Philip Ryan was a partner, commenced an investment company managing income and property funds on behalf of investors.

That company grew to become Trilogy Funds Management Limited, which was co-founded by Rodger Bacon and John Barry, when they exited Challenger Financial Services Limited in 2004. Today, Rodger, Philip and John are all still Executive Directors of Trilogy Funds.

Rodger and John were previously Executive Directors of Challenger and throughout their tenure, Rodger and John were responsible for a number of products, one being the Howard Mortgage Trust which under their leadership grew to be the largest mortgage trust in Australia.

Today, Trilogy Funds continues to grow its Funds Under Management across a robust portfolio of products aligned to their mission to help investors live their ideal lifestyle through investments based on property that yield consistent returns, paid monthly.