Retail funds
Trilogy Funds Management Ltd
Trilogy Funds Management Limited is our retail funds management subsidiary.
For over 25 years Trilogy Funds Management has specialised in property-backed, income investments, seeking to maximise returns while preserving capital in our credit portfolios and pursuing growth and value-add opportunities in our property portfolios.
The Trilogy Monthly Income Trust is a pooled mortgage investment. It provides Trilogy Funds Management investors with exposure to returns available through loans secured by registered first mortgages over Australian property.
The fund finances a diverse range of property developments in the Australian residential, commercial, industrial, and retail property sectors. For over 19 years, it has delivered income performance to investors while financing the successful completion of hundreds of projects across Australia.
As at August 2026 the fund had 130 loans in the portfolio and over $1.13 billion in funds under management.
This fund is offered through Trilogy Funds Management Limited.
The Trilogy Enhanced Income Fund invests directly and indirectly in a portfolio of cash, fixed interest investments and other financial assets such as a range of short to medium term bank deposits, bills of exchange, promissory notes, bonds, fixed or floating rate debt securities and income securities.
To enhance returns, part of the portfolio is invested in the Trilogy Monthly Income Trust (Trust). The Trust is a pooled mortgage trust that invests in loans secured by registered first mortgages of Australian property.
This fund is offered through Trilogy Funds Management Limited.
An award-winning Trust offering exposure to a diversified portfolio of 16 industrial properties which has delivered capital growth and tax-effective, monthly income payments to investors, for over 9 years.
The Trust invests in Australian industrial properties – benefiting from well-established trends including:
- Onshoring of supply chains in a post-Covid economy creates greater demand for industrial space
- Growth in online shopping creates demand for logistics and warehousing
- Positive net-migration increases aggregate demand which promotes industrial activity growth
Our tenants are leaders in their field, including Quicksilver, Modern Star, Komatsu, Downer EDI and Bega Cheese.
This fund is offered through Trilogy Funds Management Limited.
