Trilogy Monthly Income Trust ARSN 121 846 722

Responsibilities: As co-founder and Managing Director, Philip is responsible for leading a cohesive and high-performing team across Trilogy Funds’ three offices, overseeing business compliance, and developing product offerings. He sits on the Board’s Audit Committee, Compliance, Property Investment, Lending and Treasury Committees. He also acts as General Counsel for Trilogy Funds.

Experience: Philip has over 30 years of experience in the financial services industry, across financial planning and funds management. He is a key instigator of Trilogy Funds’ products and is passionate about creating financial products within the mortgage and property sectors that generate attractive income returns, as well as assisting younger generations to achieve their financial goals.

Responsibilities: A founder of Trilogy Funds and a member of the Board’s Audit Committee, Property Investment, Lending and Treasury Committees, Rodger uses his extensive experience to add value to the Board and Executive in all aspects of Trilogy’s investment, financing, property development, marketing and customer focussed initiatives.

Experience: Prior to establishing Trilogy Funds, Rodger was an Executive Director at Challenger, where he helped establish multiple ASX listed financial services companies, developed a property portfolio worth more than $2.7 billion, and was instrumental in establishing and growing Challenger Annuities to capture 30% of annuities sales in Australia. He was also Chairman of the Credit Committee at Challenger.

Responsibilities: As founder of Trilogy Funds and member of the Board’s Audit Committee, the Property Investment Committee, and Chairman of the Treasury Committee, John is a strategic thinker whose focus on identifying opportunities to add value for consumers and the business has seen him champion transformational change at Trilogy Funds. He is also a valued mentor for the Executive and other Trilogy Funds team members.

Experience: Previously, John was involved in the establishment and ultimate growth of Challenger into a broadly based financial services company which included the $3.5 billion Howard Mortgage Trust and a $2.7 billion international property portfolio. John was an Executive Director at Challenger, Head of Property and responsible for the development of the Endowment Warrants-a precursor to Instalment Receipts and the structure and establishment of Challenger’s long-term annuities. Prior to Challenger John worked in corporate finance at Morgan Grenfell Australia and Rothschilds Australia and was an Executive Director of Rothschilds Australia.

Responsibilities: Clinton has over 25 years’ experience in asset and facilities management, property development, and project delivery. He is responsible for Trilogy’s team of portfolio managers, overseeing the growth and management of the diverse construction loan portfolio, client and broker liaison and coordination, and new business development. Clinton also oversees the management of Trilogy Funds’ property assets, applying his experience in risk management, capital structuring, acquisitions, and property syndications.

Experience: Prior to joining Trilogy, Clinton provided project structuring and development delivery services on commercial, industrial, and residential projects in multiple locations. Several of his projects have achieved industry recognition among organisations such as Master Builders Association, Urban Development Institute of Australia, and the Property Council of Australia.

Responsibilities: As Chief Operating Officer for Trilogy Funds since 2007, Justin is responsible for managing the group’s operations, focusing on process improvement and automation to provide quality services to stakeholders.

Justin is a Certified Practising Accountant who has extensive experience in financial services, technology, auditing, and strategic planning. He has utilised this expertise at Trilogy Funds by implementing critical business systems and improvements to provide the insights necessary to drive the business forward.

Justin is passionate about continual improvement, through facilitating a supportive and collaborative company culture and searching for ways to improve how we provide services to our stakeholders. Prior to joining Trilogy Funds, Justin held various senior management roles within the financial services sector.

A pooled mortgage trust is an investment vehicle that lends investor money to commercial borrowers and consists of a ‘pool’ of loans secured by mortgages over property as the primary security. These funds may be lent for land subdivision purposes or to a borrower undertaking construction and property development. After investing in the Trust, investors usually receive income called a distribution from the interest paid by borrowers, cash and other underlying investments held by the Trust. 

All of our investment options aim to pay distributions monthly. Investors can expect to receive distributions on or around the eighth business day of each month, given funds are available.

Investors should note that past performance is not a reliable indicator of future performance and that risks include loss of part or all of your capital, income, or diminished returns.

Accepting loans on a first registered mortgage basis is a security measure designed to help protect lenders and investors from financial loss. Apart from Government charges, a first registered mortgage has priority over all other liens or claims on a property in the event of default.

The Trilogy Monthly Income Trust is a pooled mortgage investment, providing investors with exposure to returns available through loans secured by first registered mortgages over Australian property. This gives Trilogy the right to take possession of a property and sell it to recover funds should a borrower stop making loan repayments or otherwise fail to honour the terms of a loan agreement.