Discover how property-based investments could boost your retirement income with our e-guide

In the current low-rate environment, generating income from your hard-earned savings can be challenging. However, there are options. Trilogy’s property-based and diversified funds are designed to provide competitive and regular investment income. Request our free e-guide to discover how income focused funds could help you earn more from your investments.

Trilogy Funds is one of Australia’s leading fund managers. Australian owned and operated.

For more than 23 years, seeking income and managing risk on behalf of investors and borrowers has remained at the heart of everything we do.

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“The opportunity to invest a portion of my portfolio in income-focused investment options with competitive returns, and the personalised service from the Trilogy Funds team, all give me the confidence to be a company Ambassador and Trilogy investor. I know my savings are working hard for me.”

Ian Healy
Former Australian Wicket-keeper and Trilogy Investor

Income-focused products

Our investment offerings are designed to help you achieve your financial goals, whatever they may be. Our flagship products include the Trilogy Monthly Income Trust, an income-focused pooled mortgage trust; the Trilogy Enhanced Income Fund, a diversified fixed income fund; and the Trilogy Industrial Property Trust, an Australian industrial property trust with a portfolio of properties located in key Australian regional and metropolitan precincts. View more details on our products below or scroll down for more information on Trilogy and links to our most popular blog articles.

3.03%PA*

August 2021 net distribution rate annualised. Variable rate

Trilogy Enhanced Income Fund


Minimum investment

$5,000

Distribution frequency
Aims to pay monthly

Rated ‘Very Strong’ in Foresight Analytics 2020 research report1

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

Learn more

5.35%PA*

August 2021 net distribution rate annualised. Variable rate

 

Trilogy Monthly Income Trust


Minimum investment

$10,000

Distribution frequency
Aims to pay monthly

Rated ‘Very Strong’ in Foresight Analytics 2020 research report1

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

Learn more

7.60% PA*

August 2021 net distribution rate annualised. Variable rate

 

Trilogy Industrial Property Trust


Minimum investment

$50,000

Distribution frequency
Aims to pay monthly

7.60% PA*

August 2021 net distribution rate annualised. Variable rate

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

Learn more

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.

1The information contained in the Foresight Analytics report and encapsulated in the investment rating is of a general nature only. The report and rating reflect the opinion of Foresight Analytics and Ratings Pty Limited (AFSL 494552). It does not take into account an individual’s objectives, financial situation, or needs. Professional advice should be sought before making an investment decision. A fee has been paid by the fund manager for the production of the report and investment rating.

Request our free e-guide and learn how property-based income investments could boost your retirement income

Why invest with Trilogy Funds?

  • Experienced fund managers for over 23 years
  • Managing risks and seeking income on behalf of thousands of investors
  • International Finance Awards Winner 2019 & 2020
  • Australian owned and based company
  • Dedicated and Australian-based Investor Relations team
  • Track record of paying competitive monthly income*

Past performance is not a reliable indicator of future performance.

Learn more about our products on our blog

Ready to invest?

In this short video, we explain how to get started – from completing your application form to what you can expect from your investment. We also recommend investors seek independent advice from a licensed financial adviser.

Click on the play icon to start the video.