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Investment opportunities for wholesale investors

Trilogy is one of Australia’s leading fund managers of property-based investments. For over 22 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.

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Current open investment opportunities

Trilogy Enhanced Cash Button | Trilogy Funds Australia

Trilogy Enhanced Income Fund

Minimum investment
$5,000

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

Distribution frequency 
Aims to pay monthly

Trilogy Monthly Income Trust Button | Trilogy Funds Australia

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

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.

Opening soon, register your interest

Trilogy Industrial Property Trust Button | Trilogy Funds Australia

Trilogy Industrial Property Trust

Current property portfolio
Seven industrial assets

Minimum investment
$20,000

Investment strategy
To build a diverse portfolio of properties located in key Australia regional and metropolitan industrial precincts, by seeking to target industrial properties that have the potential to provide long-term cashflows to investors and could offer the opportunity of value-add.

Distribution frequency 
Aims to pay monthly

Pymble Private Property Trust | Trilogy Funds

3 Bridge Street, Pymble NSW

Minimum investment
$250,000

Investment strategy 
A property investment for investors seeking a long-term investment, competitive returns and an opportunity to maximise investment returns via an asset with significant development upside.

Distribution frequency
Aims to pay quarterly

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

*Net rate paid to investors calculated daily and paid monthly in arrears for the month ended 31 January 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.

Request more information

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Wyatt Investor Relations Specialist

Wyatt Leonard

Business Development Manager – Wholesale Investments