Case studies

The following case studies are related to our monthly income trust.

Investor case studies

Borrower case study

These case studies are for illustrative purposes only and are provided by Trilogy Funds Management Limited ABN 59 080 383 679 AFSL 261425 (Trilogy Funds) the copyright owner. No part of this video may be reproduced without Trilogy Funds’ written consent. The interviewee’s views are their own and statements do not take into account the objectives, financial situation or needs of any other person.  You should consider your own circumstances, financial situation and needs and the Product Disclosure Statement (PDS) for the Trilogy Monthly Income Trust issued by Trilogy Funds, the responsible entity, and available at or by telephoning 1800 230 099 before making an investment decision.  The PDS should be read in full, particularly the “risks” section.  Income distributions and the return of your capital invested are not guaranteed.