Investing
Investing with Trilogy
Trilogy’s investment options all share the common goal of providing income-focused solutions designed to help you achieve your financial goals.
We operate managed investment trusts, focused on property, and other financial assets on behalf of over 10,000 investors. We do this by leveraging our combined talents to actively manage your investment. Whether you’re considering investment in our mortgage trust, diversified income fund or our property trusts, we aim to provide investors with a competitive monthly income.
3.03%PA*
August 2021 net distribution rate annualised. Variable rate
Trilogy Enhanced Income Fund
3.03%PA*
August 2021 net distribution rate annualised. Variable rate
Trilogy Enhanced Income Fund
Investment strategy
Invest directly and indirectly in a portfolio of cash, cash-style investments and other financial assets with returns enhanced via exposure to the Trilogy Monthly Income Trust.
Minimum investment
$5,000
Distribution frequency
Aims to pay monthly
5.35%PA*
August 2021 net distribution rate annualised. Variable rate
Trilogy Monthly Income Trust
5.35%PA*
August 2021 net distribution rate annualised. Variable rate
Trilogy Monthly Income Trust
Investment strategy
An investment that seeks to provide income from a portfolio of loans secured by registered first mortgages over property along the eastern seaboard of Australia.
Minimum investment
$10,000
Distribution frequency
Aims to pay monthly
7.60CPU PA^
August 2021 net cents per unit annualised. Variable amount
Trilogy Industrial Property Trust
7.60 CPU PA^
August 2021 net cents per unit annualised. Variable amount
Trilogy Industrial Property Trust
Investment strategy
To build a diverse portfolio of industrial properties located in established regional and metropolitan precincts, that offer the opportunity of value-add.
Minimum investment
$50,000
Distribution frequency
Aims to pay monthly
Fully Subscribed Property Trusts
Fully Subscribed Property Trusts
Investment strategy
These Trusts, while currently closed for new investment, aim to provide investors with competitive 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 August 2021. 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.
^Distribution amount for the month ended 31 August 2021. Net distributions are variable each month and are net of management fees, costs and assume no reinvestment. Distributions are paid monthly in arrears. Please note, past performance is not a reliable indicator of future performance.
Steps to investing with Trilogy
In this short video, we explain how to get started – from completing your application form to what you can expect from your investment
Click on the play icon to start the video.
Case study
Windfall for investors in the Acacia Ridge Industrial Trust
In 2020 investors in the Acacia Ridge Industrial Trust (Trust) received a substantial return on their initial investment following the sale of 67 Bellrick Street, Acacia Ridge, Brisbane, the sole property of the Trust.
The Trust was a single-asset, closed-end Trust that was established in 2016 and set to expire in 2021. The property, which was independently valued at $18 million in 2019, was sold to a Sydney-based private investor for more than $22 million in the first half of 2020.
During the period it was operating (just under four years), Trust investors received a net distribution yield of 7.60% per annum. They also received a substantial increase over and above their initial capital investment when the Trust was wound up after the sale. While the performance of one Trust cannot be taken as a reliable indicator of the future performance of other Trusts, it is a great example of Trilogy’s ability to acquire properties that have provided investors with competitive income and the opportunity for capital growth.