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How does the Trilogy Monthly Income Trust deliver income and portfolio diversity for clients?

The Trilogy Monthly Income Trust (TMIT) is a pooled mortgage investment fund that lends to the Australian property development construction sector. As at 31 August 2020, the loan portfolio is currently secured by 86 registered first mortgages over property and proactively managed by our expert Lending team, providing investors with competitive investment income and portfolio diversity.

The Trust recently paid investors a monthly distribution equivalent to 6.56%p.a.* for October 2020.

*Net distributions are variable each month and are quoted net of management fees, costs and assume no reinvestment.  Distributions are calculated daily and paid monthly in arrears. Please note, past performance is not a reliable indicator of future performance.

Interested in finding out more?

Download our brochure and the latest investment report for the Trilogy Monthly Income Trust. For further information, request an information pack.

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How do we help advisers?

Our dedicated Distribution team works with licensed Financial Advisers to answer queries and help support their clients who hold investments with us. We update our Advisers and their clients on product performance every month and let advisers know of any new products or changes.

The Trilogy Monthly Income Trust is available on a number of platforms

  • Netwealth
  • Hub24
  • Powerwrap
  • Mason Stevens
  • uXchange
  • OneVue
  • Australian Money Market

Please contact us for more information on Platform availability.

Two ways you can find out more about the Trilogy Monthly Income Trust

  1. Visit our dedicated Adviser website pages
  2. Talk to a member of our Distribution team on 1800 230 099 or email advisers@trilogyfunds.com.au.

Content published by Trilogy Funds Management Limited ACN 080 383 679 AFSL 261425 (Trilogy). The Trilogy Monthly Income 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 www.trilogyfunds.com.au. Trilogy provides only general financial product advice on its own products and does not consider your objectives, financial situation, or needs in providing such advice. 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 PDS in full. Investors may lose part or all of their capital or there may be periods when their returns are diminished. Investments in Trilogy’s products are not bank deposits and are not government guaranteed.