One of Australia’s leading property fund managers
Trilogy Enhanced Income Fund
Minimum investment
$5,000
Investment strategy
To invest directly and indirectly in a portfolio of cash and cash-style investments with returns enhanced via exposure to the Trilogy Monthly Income Trust.
Distribution frequency
Aims to pay monthly
Trilogy Monthly Income Trust
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
Trilogy Industrial Property Trust
Current property portfolio
Seven industrial assets
Investment strategy
To build a diverse portfolio, by seeking to target industrial properties that offer the opportunity for value-add.
Distribution frequency
Aims to pay monthly
Trilogy property trusts
Explore Trilogy’s extensive property portfolio.
Investment strategy
These Trusts, while currently closed for investment, are helping investors earn a stable and regular income with the opportunity for capital growth over the long-term.
^ Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 31 October 2020. 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.
About Trilogy
Trilogy is one of Australia’s leading fund managers of property-based investments. For over 22 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.
In addition to our investment offering, our lending team provides tailored finance solutions to the property and construction sectors, as one of Australia’s leading non-bank lenders.
At Trilogy, we pride ourselves on being a proven and trusted investment partner. Whatever your plan, whatever your stage in life, Trilogy can help you get there.
For over 3 years I have invested with Trilogy and am now well on my way to securing a deposit for my first home. Not only has Trilogy provided me with competitive return on my investment, but the level of customer service and comprehensive understanding of each investment opportunity has given me the assurance I need on how my hard earned money is invested and most importantly my return.
I've been very impressed by the friendliness of the team, the personalised approach, the absence of automatic phone reply and the great yield!
It is such a relief and boost of confidence to feel very secure with such a well balanced, mature company of utmost integrity, to consistently deliver such a high percentage return on investment monthly.
Hear more from Trilogy on the blog
Choosing investment options and managing risk
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in the cash and fixed income asset class
How fiscal policy and monetary policy impact the fixed interest asset class
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Fixed income terminology 101
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Brands we work with
The Australia Ratings logo is used for information purposes only and does not constitute a recommendation or an offer or solicitation to purchase any fund or company securities offered by Trilogy Funds Management (the manager). Investors should refer to the full disclaimer on the manager’s rated funds that can be found at www.australiaratings.com.