Enhanced Cash Investment | Trilogy Funds Australia

Invest in Trilogy Enhanced Cash

Enhanced return, stability and access to your money is made easy with Trilogy Enhanced Cash.

When you invest in Trilogy Enhanced Cash, approximately 70% of your funds will be invested directly into cash-style investments, like term deposits issued by the bank, and indirectly in cash products via a range of managed funds. The remainder is invested into the Trilogy Monthly Income Trust.

^ Net rate paid to investors for the previous month ended. Please note, past performance is not a reliable indicator of future performance. Trilogy may pay a fee to brand ambassadors but this is not in connection with services that include the provision of any financial product advice.

Product Disclosure Statement

Before making an investment decision, always read and understand the PDS.

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Weigh up the benefits

Enhanced yield and fast accessThe Trust aims to provide investors with an enhanced yield and access to their money in seven days, while the Trust is liquid.
No entry or exit feesAs an investor, you won’t incur a fee on your initial investment, a partial or full withdrawal.
Easy to manageWhen you invest in Trilogy Enhanced Cash, you delegate ongoing management and administration of your investment to our experienced fund managers.
Diversity across asset classesTrilogy Enhanced Cash provides you with diversity across cash and cash-style investments and to enhanced returns via exposure to the pooled mortgage portfolio of the Trilogy Monthly Income Trust.
Option to reinvestA simple tick on your application form and you can opt to build your capital by reinvesting your monthly distributions.
LiquidityWithdrawals are accepted daily and Trilogy aims to pay withdrawals within 7 days. All withdrawals since inception have been paid in full and on time.
Make an informed decisionAll investments carry risk. Investment in the Trust are not bank deposits and are not government guaranteed. See the PDS for details.

Request your free information pack or chat to our Investor Relations team about investing in Trilogy Enhanced Cash.

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Investment Status open
Unit Price $1.00
Previous Month's Net Rate 3.68%PA
I have found the Trilogy Enhanced Cash Trust to be the ideal vehicle to park my funds. The Trust offers superior returns and a short withdrawal notice which are the major criteria for my selection. As I have invested in Trilogy’s Monthly Income Trust for some 4 years and have received my monthly income without fail, I feel confident in entrusting my money to this company who also have very friendly and cooperative staff to assist with any requirements.
Paul Nitschmann

Performance

Trilogy Enhanced Cash has delivered monthly returns in a low yield environment to its investors since inception.

For more detailed information on our performance history, don’t hesitate to get in contact.

Previous Month’s Distribution Rate (%PA)

For the month ended 30 June 2018

3.68%PA

3 Months (%PA)

Historical Average Net Rate

3.80%PA

6 Months (%PA)

Historical Average Net Rate

3.83%PA

Since Launch (%PA)

Historical Average Net Rate

4.08%PA

*In considering these returns, investors should bear in mind that past performance is not a reliable indicator of future performance. Net rate are net of fees and management costs and assume no reinvestment of distributions. The rate of your return or the return of your capital invested is not guaranteed. As all investments carry risk, a detailed explanation of the risks involved when investing the in Trilogy Enhance Cash is contained in the relevant PDS.

Important Information

Brochure

Gain further insight into Trilogy Enhanced Cash by downloading a copy of the brochure.

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Performance Update for previous month

Check out our most recent performance update.

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SQM Research Report

Trilogy Enhanced Cash is currently rated exclusively for Financial Advisers by SQM Research. Any rating is only one factor to consider when making an investment decision.

By downloading the report, you’re confirming that you’re a licensed Financial Adviser.

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Annual Report

Download your copy of the Trilogy Enhanced Cash Annual Financial Report as at 30 June 2017.

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Ready to invest? Download your relevant application form below. If you require any clarification around the application process, don’t hesitate to get in touch.

TEC Application form – Companies

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TEC Application form – Existing investors

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TEC Application form – Individual and joint investors

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TEC Application form – Superannuation/ Trust

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