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Trilogy Monthly Income Trust

Earn investment income from exposure to Australian property in a leading property-backed managed fund.

  • Net distribution rate 7.65% p.a.1,2

  • Minimum investment. $10,000

  • 19 years delivering monthly investment income2

  • A focus on capital preservation3

  • Loans secured against Australian property

Income investment funds are not all the same – fill out the form to find out how they differ, and to learn what you should look out for.

What our investors say

I’ve been investing in the Trilogy Monthly Income Trust since its inception. As it’s developed I’ve trusted the fellows that I’ve been involved with. The benefits of investing in the monthly income trust with Trilogy is that I don’t have to think or worry about it, my money does the work for me.

Susan N.

It is such a relief and boost of confidence to feel very secure with such a well balanced, mature company of utmost integrity, to consistently deliver such a high percentage return on investment monthly.

Cheryl M.

I’ve been very impressed by the friendliness of the team, the personalised approach, the absence of automatic phone reply and the great yield!

Natalie B.

For over 3 years I have invested with Trilogy and am now well on my way to securing a deposit for my first home. Not only has Trilogy provided me with competitive return on my investment, but the level of customer service and comprehensive understanding of each investment opportunity has given me the assurance I need on how my hard earned money is invested and most importantly my return.

Bryce D.

My overall experience with Trilogy has been brilliant so far and I will certainly aim to reinvest in the future.

Nathan I.

Thank you for the great experience. I’ll be using Trilogy Funds again and happily recommending Trilogy to others.

Ian H.
Proud supporter of Trilogy Funds and the team for my clients’ portfolio’s. This exceptional fund provides a consistent monthly income backed by quality real estate. Thanks John Law for your constant support and integrity over the years.
Robert D., Strategic Wealth Partners

1 31 May 2026 net distribution rate annualised.
2 Past performance is not a reliable indicator of future performance. Rates are variable.
3 Whilst the unit price is fixed, capital losses can occur in circumstances where an asset of the Trust incurs a capital loss.