Trilogy Monthly Income Trust

A frequent flyer lifestyle, no points necessary.

Earn monthly income from property-backed investments, built for investors who value consistency over hype.

  • Net distribution rate: 7.65% p.a.1

  • Minimum investment: $10,000

  • Track record: Monthly income delivered since 20072

Why investors choose this income strategy

  • Designed for income reliability | The Trilogy Monthly Income Trust (Trust) generates income through a disciplined Australian property lending strategy, with all loans secured by registered first mortgages.

  • Focused on capital preservation | Every lending decision is made with downside risk in mind – prioritising security, structure and borrower quality.

  • Monthly distributions for nearly two decades | The Trust has delivered monthly income to investors since inception in 2007.2

Experience that’s genuinely different

Income performance doesn’t come from yield alone; it comes from judgement.

The Trilogy Monthly Income Trust (Trust) benefits from a highly experienced lending committee that brings together institutional finance capability with real‑world property development expertise.

Loan assessments are informed not only by traditional credit analysis, but by accomplished practitioners who have successfully delivered projects in real-world market conditions. This perspective adds a practical, developer-side understanding that enhances how value, feasibility and execution risk are assessed.

By applying both financial discipline and development insight, the team evaluates opportunities through a dual-lens, considering not just asset value today, but resilience and deliverability across market cycles.

Income performance, not just income promises

Our approach is built to deliver:

  • Competitive monthly income over time
  • Greater security through registered first mortgages
  • Active risk management across changing markets
  • Diversification beyond traditional shares and cash

Disclaimer

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.

This webpage is issued by Trilogy Funds Management Limited ABN 59 080 383 679 AFSL 261425 (Trilogy Funds) as responsible entity for the Trilogy Monthly Income Trust ARSN 121 846 722. Application for investment can only be made on the application form accompanying the Product Disclosure Statement (PDS) dated 20 May 2026. The PDS and Target Market Determination (TMD) dated 20 May 2026 for the Trilogy Monthly Income Trust ARSN 121 846 722 are available at www.trilogyfunds.com.au. The PDS contains full details of the terms and conditions of investment and should be read in full, particularly the risk section, prior to lodging any application or making a further investment. All investments, including those with Trilogy Funds, involve risk which can lead to no or lower than expected returns, or a loss of part or all of your capital. Trilogy Funds is licensed to provide only general financial product advice about its products and therefore recommends you seek personal advice on the suitability of this investment to your objectives, financial situation and needs from a licensed financial adviser. Investments with Trilogy Funds are not bank deposits and are not government guaranteed. Past performance is no indicator of future performance.