Why financial advisers turn to the Trilogy Monthly Income Trust

The current economic landscape has no doubt caused many investors to consider the strength of their investment portfolios.

And, as our country begins its road to recovery, and investors grapple with the low rate environment, many advisers will be helping their clients to bolster their portfolios in terms of both income and portfolio diversity.

The Trilogy Monthly Income Trust is a pooled mortgage investment, lending to the residential construction sector. The Trust seeks to provide investors with income from a portfolio of loans secured over Australian property.

The Trust currently has over 85 loans in its portfolio, stretching across Queensland, New South Wales and Victoria, and mainly comprises residential property development loans consisting of land, townhouses, units and houses.

While all investments carry risk, investors in the Trilogy Monthly Income Trust know their investment is professionally managed and backed by first mortgages secured over Australian property.

With decades of managed investment experience, we pride ourselves on being a proven and trusted investment partner. To learn more about the Trilogy Monthly Income Trust or investing with Trilogy, request your free information pack from our website or chat to a member of our Distribution team on 1800 230 099 or by emailing [email protected]

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.