At Trilogy, we’re sharpening our focus on Australia’s southern states, financing our first loan in Victoria to further bolster our flagship product, the Trilogy Monthly Income Trust.
To this date, our high-performing mortgage trust has consisted of loans secured by registered first mortgages held over properties located in Queensland and New South Wales, however, having identified several growth areas in Victoria, we’ve financed a loan for a 36-apartment residential complex in Melbourne’s northern suburb of Bundoora.
The $10.1 million loan will expand the Trilogy Monthly Income Trust’s underlying portfolio of loans in terms of both geographic diversity and dollar value.
Commenting on the milestone for the Trust, our Managing Director Philip Ryan said investors will benefit from exposure to Victorian markets and that Trilogy is well placed to explore further opportunities in the State.
“Exposure to different states and territories and market conditions provides a key part of the diversification strategy for all our trusts,”
“We’ve had our sights set on Victoria for quite some time and our portfolio managers intend to selectively and cautiously continue this move to capitalise on forecast growth.
“We’re currently reviewing applications from a number of borrowers with similar covenants and will continue to diligently select appropriate loans that strengthen our portfolio.”
The Trilogy Monthly Income Trust is now in its 12th year of operation and currently has $278m in approved loans. A fund comparison against 456 of its peers by investment research and advice firm InvestSMART has illustrated the fund has gone from strength to strength.
 20 August 2018
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.
Please note, past performance is not a reliable indicator of future performance. Trilogy has issued a Product Disclosure Statement for the Trilogy Monthly Income Trust date 1 September 2017 which is 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. Trilogy provides only general financial product advice on its own products and does not consider your objectives.