Multi-sector diversification key to boosting income returns

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Livewire Markets

The historic balance between stocks and bonds is a fundamental building block of modern investment theory but it may be one that needs a rethink. With Australia now mirroring the low cash rates of several large northern hemisphere economies, it is timely to consider multi-sector as part of a diversified investment strategy. 

The Trilogy Enhanced Income Fund offers an income-focused option which invests in a portfolio of cash and cash-style offerings such as short-to-medium-term bank deposits, bonds, fixed or floating rate debt securities as well as income securities. To enhance returns, part of the portfolio is invested in the Trilogy Monthly Income Trust, a pooled mortgage trust that invests in loans secured by registered first mortgages over Australian property.

Find out more about the Trilogy Enhanced Income Fund by clicking here.


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This article was prepared in partnership with Trilogy Funds Management Limited ACN 080 383 679 AFSL 261425 (Trilogy) and does not take into account your objectives, personal circumstances or needs, nor is it an offer of securities. Application for investment can only be made of the application form accompanying the Product Disclosure Statement (PDS) dated 28 July 2020 for the Trilogy Enhanced Income Fund ARSN 614 682 469 and available from www.trilogyfunds.com.au. The PDS contains the terms and conditions of investment and should be read in full, particularly the risk section, prior to lodging any application or making further investment. All investments, including those with Trilogy involve risk which a can lead to loss of part or all of your capital or diminished returns. Trilogy is licensed only to provide general 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 are not bank deposits and are not government guaranteed.

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