Managing Investment Portfolio Risk | Trilogy Funds

Managing risk within your investment portfolio

Our Managing Director, Philip Ryan sat down with the Nestegg.com.au podcast team to provide his insight into how you can manage risk within your own investment portfolio.

In the current landscape where everything from the royal commission findings to US leadership can have a huge impact on the return that an investor can expect, it is safe to say that there is no investment option without some form of risk attached. Philip Ryan, managing director and co-founder of Trilogy Funds, joins hosts David and Lucy to unpack why this risk is a necessary element in any investment and the importance of seeking education surrounding it.

Please note, this podcast recording was created in partnership with Nestegg.com.au and originally appeared on Nestegg.com.au in October 2018.

Please note, past performance is not a reliable indicator of future performance. Trilogy has issued a Product Disclosure Statement for the investment products mentioned in this podcast which are available at www.trilogyfunds.com.au or by contacting us.  Applications will only be accepted on the current application form that accompanies the PDS. You should obtain a copy, understand the risks, and seek personal advice from a licensed Financial Adviser before investing. Investment in the Trust is subject to terms and conditions, and risks which are disclosed in the PDS. These risks include the risk of losing income or principal invested. The Trust is not a bank deposit and Trilogy does not guarantee its performance. Any information provided by Trilogy is general information only and does not consider your objectives, financial situation, or needs.

The material on this website is intended only to provide a summary and general overview on matters of interest.  Trilogy is only licensed to provide general financial product advice on its own products and does not consider your objectives, financial situation or needs when providing any information or advice. You should consider whether the advice is suitable for you and your personal circumstances and we recommend that you seek personal financial product advice on your objectives, financial situation or needs and obtain and read the relevant product disclosure statement before making any investment decision.