Why does Trilogy’s Monthly Income Trust provide a compelling income option?

Looking for an income-focused investment solution offering income and portfolio diversity?

Trilogy’s Monthly Income Trust seeks to provide regular income from a portfolio of loans secured over Australian Property. It has delivered monthly returns to its investors for more than 13 years.

While past performance should not be taken as an indicator of future returns, the Trilogy Monthly Income Trust was recently rated the top-performing mortgage trust by return by SQM Research¹. It has recently paid investors a monthly distribution equivalent to 6.53%p.a.* for August 2020.

Trilogy’s Monthly Income Trust is a pooled mortgage investment fund that lends to the Australian property development construction sector. The loan portfolio is secured by registered first mortgages and proactively managed by our experienced lending team.

The current portfolio includes 86 loans across Queensland, New South Wales and Victoria, mainly comprising residential property developments including land, townhouses, units and houses. Income on these loans (net of fees) is distributed to investors as an income distribution, providing investors with access to competitive investment income and portfolio diversity.

While all investments carry risk, the Trilogy Monthly Income Trust is professionally and proactively managed by the experienced Trilogy team. Our team members use their expertise in investment, property development, financial services, property management, law and investor relations to create income-generating solutions while proactively managing risk.

To determine if this product may be right for you or your clients as part of a diversified portfolio, click on the relevant button below to learn more. Investors may wish to seek professional advice from a licensed financial adviser.

If you would prefer to chat to a member of our Investor Relations team please call 1800 230 099 or email investorrelations@trilogyfunds.com.au and one of our team members will respond to you.

*Figures are based on unaudited figures as at 31 August 2020 and may be subject to change. Past performance is not a reliable indicator of future performance.

¹ The Trilogy Monthly Income Trust was rated the top-performing mortgage by return in SQM Research’s July 2020 update.

This advertisement is issued 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.