Welcome to the Trilogy Monthly Income Trust Online Application

About this fund

It is a legal requirement that all investors download and read the offer documents for the Trilogy Monthly Income Trust prior to proceeding.

The minimum investment amount for the Trilogy Monthly Income Trust is $10,000 for new investors in this fund or $1,000 for existing investors.

This fund is open to Retail and Wholesale or Sophisticated investors in Australia and overseas.

Target Market Determination

This product is likely to be appropriate for a consumer seeking Income distributions with a level of capital preservation. To be used as a Satellite/small allocation within a portfolio where the consumer has a Medium investment timeframe, medium to high risk/return profile and needs Six Monthly access to capital.

What do you want to do?

This online application process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:

  • If you have previously started an online application for this fund and have not submitted it choose "Continue an existing application"
  • If you have previously used or registered for OLIVIA123 to start an online application for this or any other fund, choose "Login Now"
  • If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start a new application"

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