Mortgage trusts provide investors with a genuine alternative

Australia’s $15 billion mortgage trust sector has long been popular with investors looking for competitive investment income as part of a diversified portfolio. In 2020, as economic uncertainty has soared and returns from investments such as dividends and bank savings have continued to shrink, the sector has provided a genuine alternative.

The Trilogy Monthly Income Trust is one mortgage trust that has continued to deliver competitive returns to investors, most recently paying investors a net distribution rate of 6.53%p.a.* for September 2020. The manager operates managed investment trusts, direct real property and other financial assets on behalf of over 14,000 investors.

“The Trilogy Monthly Income Trust is a pooled mortgage investment, providing investors with exposure to returns available through loans secured by first mortgages over Australian property.”

Investors looking for an income-focused solution, providing yield and portfolio diversity, could consider the Trilogy Monthly Income Trust. The trust lends to residential, commercial, industrial, and retail property sectors across Australia and has been crucial to the successful completion of many projects along the eastern seaboard.

For more information and fund performance figures, visit the website or send an email to investorrelations@trilogyfunds.com.au