Henry Elgood from Trilogy Funds - Investor Webinar July 2024

About this presentation

In the past decade, Australia’s major banks witnessed a 16% decline in their commercial real estate debt share, with over $74 billion now sourced from alternative non-bank lenders. This rise in non-bank lending has ushered in a wave of new lenders. While this market remains attractive to investors seeking competitive returns in a diversified portfolio, it's crucial to note that not all funds are alike. Before diving in, investors must weigh these 4 pivotal factors carefully.

STATUTORY STATEMENT

The issuer of Trilogy Monthly Income Trust is Trilogy Funds Management Limited, ABN 59 080 383 679, AFSL 261425. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://trilogyfunds.com.au/. Prospective investors should consider the PDS before deciding to acquire the product. An investment in the product is not a bank deposit and investors risk losing some or all of their money.

Disclaimer

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  • These presentations were made as at 23-25 July, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.