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Trilogy provides opportunities for high net worth investors who operate as wholesale, sophisticated or professional investors under the Corporations Act.

Trilogy is one of Australia’s leading fund managers of property-based investments. For over 23 years, seeking income and managing risk on behalf of thousands of investors has remained at the heart of everything we do.

We specialise in managing mortgage trusts, diversified income funds and property trusts that all share the common goal of providing income-focused solutions designed to help you achieve your financial goals. We do this by leveraging our combined talents and decades of experience in property development and fixed interest to actively manage your investment.

Trilogy provides opportunities for high net worth investors who operate as wholesale, sophisticated or professional investors under the Corporations Act. These investors may be entitled to a rebate of management fees charged by Trilogy on certain investment offerings.

Trilogy Enhanced Income Fund

Investment strategy 
To invest directly and indirectly in a portfolio of cash and cash-style investments with returns enhanced via exposure to Trilogy Monthly Income Trust.

Distribution frequency 
Aims to pay monthly.

*Advertised rate is retail rate.

  • Open for investment
  • Minimum investment $5,000
  • Unit price of $1.001
  • Option to reinvest
  • Access to funds in 30 days, while the Fund is liquid (see PDS)

Other Investment Opportunities

Trilogy Monthly Income Trust

Minimum investment
$10,000

Investment strategy 
An investment that seeks to provide income from a portfolio of loans secured by first mortgages over Australian property.

Distribution frequency
Aims to pay monthly

Call to discuss wholesale opportunities for this fund.

Trilogy Wholesale Income Fund | Trilogy Funds Australia

Trilogy Wholesale Income Fund

Minimum investment
$2,000,000

Investment strategy 
To invest in a registered managed investment scheme, the Trilogy Monthly Income Trust.

Distribution frequency
Aims to pay monthly

Get in touch to request a copy of the Information Memorandum (IM) for this investment option.

Our Corporate Profile

*Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 28 February 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.

Interested in learning more?

Fill out the form below and Wyatt Leonard, our dedicated Business Development Manager for wholesale investors will be in touch with more information.

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Wyatt Investor Relations Specialist

Wyatt Leonard

Business Development Manager
Wholesale Investments
07 3039 2828