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Monthly Income Trusts

Supplier: Trilogy Funds Management Limited

An income trust is perfect for investors who'd like a regular income from their investment, rather than waiting for a lump sum return at the end of a long period.


The beauty of an income trust is that you see regular returns so you don’t have to rely on the often volatile share market to enhance your investment portfolio. Perfect for retirees or those still working who want to boost their income, income trust investors receive a distribution payment on a regular basis.

Potential benefits to investors:

  • Reliable income stream

Earn regular income from your investment, paid directly into your bank account on a monthly basis.
The Trilogy Monthly Income Trust pays you a percentage return on your investment.You can withdraw your funds upon request (in line with the terms of the PDS). Investors in the Trust have received an income payment every month since inception in 2007. (Please note past performance is not a reliable indicator of future performance).

  • Know where your money is invested

With Trilogy's Monthly Income Trust, your funds are invested in a diverse range of carefully selected registered first mortgages over real estate assets.

Each real estate investment must meet specific criteria and diversification is maintained with trust investments spread across a range of property sectors which can include commercial, residential, industrial and retail property.

The Trilogy Monthly Income Trust aims to deliver monthly returns and capital stability through carefully chosen investments in registered first mortgages secured by real estate assets

  • Invest from $10,000

Whether you want to make a small or large investment, an income trust can provide you with strong percentage returns.

The returns on even a $10,000 investment could make a real difference to your lifestyle. A small investment can provide you with some spending money each month to enjoy life a little more and a larger investment could help to grow your wealth over time - the option is yours.

  • Avoid the volatile share market

In the modern economy, the share market is an unstable environment and hard to predict even for the most experienced investor. There are alternatives such as income trusts.

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