If you’re a self-funded retiree or one that supplements their superannuation and Age Pension with investment income, you know that finding competitive rates of return, without extensive risk taking, isn’t easy. And that makes creating a sustainable income stream a real uphill battle.
But it may be that you haven’t considered all of your investment options yet.
Investing in a mortgage trust or diversified income fund might seem daunting but they’re actually a way of investing in assets you’re familiar with, such as residential property, but with the added purchasing power of teaming up with other investors, plus the access to expert asset managers who are entirely focused on delivering income to investors.
Trilogy is that expert asset manager – an Australian company that has been creating sustainable income streams for over 22 years, while prudently managing risk on behalf of investors.
While past performance is not a reliable indicator of future performance, the Trilogy Monthly Income Trust has delivered investors an average net distribution rate of 7.72 per cent per annum since inception in 2007, and more recently paid investors 6.57 per cent per annum net of fees for December 2020. And the Trilogy Enhanced Income Fund has delivered an average net distribution rate of 3.85 per cent per annum since inception in 2017 and paid investors a return of 3.51 per cent per annum net of fees for December 2020.1
Download this e-guide to learn more about how a pooled investment can provide: