Press Release – Foresight Analytics rates two Trilogy Funds Management Limited Strategies


Sydney, 21 December 2021 

Foresight Analytics has completed a ratings assessment of two funds managed by Trilogy Funds Management Limited; the Trilogy Monthly Income Trust (TMIT) and Trilogy Enhanced Income Fund (TEIF). Both the Monthly Income Trust and the Enhanced Income Fund have been assigned a VERY STRONG investment rating. A Foresight Complexity Indicator of COMPLEX has been assigned to TMIT while the Complexity Indicator for TEIF has been assigned as SIMPLE.

The investment rating of VERY STRONG is the second highest rating on the scale used by Foresight Analytics and reflects a very strong level of confidence that the Fund can deliver a risk-adjusted return in line with its positive absolute return objective.

The Foresight Complexity Indicator designation as COMPLEX for TMIT indicates that the underlying assets require specialist investment skills to acquire and monitor. In addition, a large proportion of the Trust’s assets are illiquid, and investors should have a good understanding of the investment time horizon and the distribution characteristics from this type of fund

The Foresight Complexity Indicator designation as RELATIVELY SIMPLE for TEIF indicates that, while the Trust is expected to move fairly closely in line with mainstream markets, there may be periods where it outperforms or underperforms

Both Funds are managed by Trilogy Funds Management Limited, a Brisbane-based investment management firm.

Foresight Analytics’ analyst, Maggie Callinan, says “The team at Trilogy Funds Management Limited enhance their many years of experience with multiple checks and balances to enable the Trust to achieve its objectives”. She added, “the team at Trilogy is very experienced, having been involved in this sector prior to GFC. They have built a diversified, risk-averse portfolio of mortgages, which continues to drive strong, stable returns.”

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Media Contact – Foresight Analytics

Maggie Callinan, Analyst
02 8883 1369

About Foresight Analytics

Foresight Analytics, an independent Sydney based firm, provides investment diligence, data analytics, and advisory solutions to leading investment management companies, superannuation funds and wealth groups across the Asia Pacific. Foresight’s innovative, evidence-based approach blends both human and forensic insights to provide a range of analytical, predictive and market intelligence solutions to investors. Foresight Analytics was founded in 2015 by Jay Kumar, a former executive of Morningstar, Optimix Investment Management, ANZ Wealth & Private Bank and the Reserve Bank of Fiji.

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