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Wholesale First Mortgage Income Trust

Supplier: Trilogy Funds Management Limited

The Trilogy Wholesale First Mortgage Income Trust is a managed investment scheme, which invests solely in the Trilogy Monthly Income Trust (TMIT), although cash may also be held.

Price Guide: POA

Key features

  • Monthly distributions
  • No entry and exit fees
  • Exposure to diverse range of carefully selected registered first mortgages which can include commercial, residential, industrial and retail property in Australia held by TMIT
  • Minimum investment $100,000
  • Experienced management team


Last month's annual return
8.96% p.a.1

Average annualised rate for the month ended 28 February 2014.

1 Please note that past performance is not an indicator of future performance.  Investments involve risk which can lead to loss of part or all capital.

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