One of Australia’s leading property fund managers
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.
Our flagship fund, the Trilogy Monthly Income Trust helps investors gain access to yield and portfolio diversity while Trilogy Enhanced Cash offers a diversified investment with returns enhanced through an investment in the Trilogy Monthly Income Trust.
Our team’s passion for property doesn’t end there. Trilogy’s property team leverage their many years of experience to source high quality assets for the Trilogy Industrial Property Trust and standalone property trusts offering investors with stable and regular income, and the opportunity for capital growth over the long-term.
Trilogy also provides tailored finance solutions to the property and construction sectors, as one of Australia’s largest non-bank lenders.
At Trilogy, our team is driven by building your wealth with us, one month at a time. Whatever your plan, whatever your stage in life, Trilogy can help you get there.
^ Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 30 April 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.
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.
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The 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.
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.