Seeking income and managing risk for our investors is at the heart of what we do. With COVID-19 impacting life and business across Australia and globally, living this philosophy has never been more important. 

Our focus on supporting our investors, borrowers, team members, advisers and brokers and property tenants has seen us navigate the many different changes required to protect their health and safety and continue to lend to borrowers and pay distributions in our flagship products With ongoing proactive management of our funds and loans portfolioand the guidance of our experienced team, we expect this to continue.    

We’ve also been keeping our investors and borrowers up to date on how we are managing their investments and loans during this time. See below for the latest update. 

Update for investors – 13 October, 2020

During September we opened the Trilogy Industrial Property Trust as part of a $18.115 million capital raise to enable the acquisition of a new property in Darra, Queensland. We had received a high level of interest in the Trilogy Industrial Property Trust prior to the Offer opening and this was exceeded during the capital raise. Due to the significant number of applications and payments received, available units in the Trilogy Industrial Property Trust were taken up very quickly with applications for the Offer amount being received within seven days after the Offer opened.

The support for the Offer reinforces the positive sentiment towards industrial property and the Trilogy Industrial Property Trust. We’d like to thank all investors for their overwhelming support. Our Property team continues their focus on identifying other potential properties to add to the value and diversity of the Trilogy Industrial Property Trust. We will update you on any future opportunities as and when they arise.

Looking Forward

It is pleasing to see that many industry commentators, including Commonwealth Bank of Australia and Westpac, are now forecasting property market improvement over the coming years, with actual property market impacts of COVID-19 being shown to be lower than expected and forecasted back in March and April.

We are similarly positive about the property sector moving forward. Continued low interest rates, government incentives and economic stimulus, and pent up migration and immigration demand will all continue to drive activity in the housing and other property sectors.

We are already seeing our borrowers identifying and planning suitable projects to bring to market in 12 to 24 months’ time as more of these factors are expected to boost sales.

If you have any questions about the topics mentioned in this email, please contact our Investor Relations team on 1800 230 099 or email

Yours Sincerely,

Philip Ryan
Managing Director
Trilogy Funds Management Limited

This communication is prepared by Trilogy Funds Management Limited (Trilogy) ABN 59 080 383 679 AFSL 261 425. It provides general advice only and does not take into account your objectives, financial situation or particular needs. You should consider whether this information is appropriate for you and consult your financial or other professional adviser before making any decision to invest.

Trilogy Enhanced Income Fund (Fund) ARSN 614 682 469 is a registered managed investment scheme of which Trilogy is the responsible entity and issuer of units and is offered under a PDS dated 28 July 2020 available at Trilogy Monthly Income Trust (Trust) ARSN 121 846 722 is a registered managed investment scheme of which Trilogy is the responsible entity and issuer of units and is offered under a PDS dated 17 December 2018 available at Trilogy is the issuer of units in the Trilogy Industrial Property Trust ASRN 623 096 944. A new PDS for the Trilogy Industrial Property Trust will be issued by Trilogy in the future and will be made available at

Information included in this communication about investment yield and returns should be considered only as part of a balanced review of all the features, benefits and risks associated with the product. Please read the relevant PDS documents in full. Investors may lose part or all of their capital or there may be periods where their returns are diminished. Investments in Trilogy’s products are not bank deposits and are not government guaranteed.