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Showing 11 - 19 of 19 results for "Trilogy Funds"

SQM upgrades Trilogy income fund

MARK SMITH  |  TUESDAY, 11 DEC 2012
... investors by approximately 30 basis points. The research house also praised the stability of the senior management team. Trilogy funds executive deputy chairman Rodger Bacon said the upgrade would help draw investors to the fund, which provides a valuable ...

Trilogy takeover attempt piracy: LM

MARK STORY  |  WEDNESDAY, 10 OCT 2012
An attempt by Trilogy Funds Management (Trilogy) to replace LM Investment Management Ltd (LM) as Manager of two LM feeder funds is opportunistic, hostile and without any consideration of investors' interests. This was the underlying sentiment within ...

Overseas investors' demand replacement of LM as RE

MARK STORY  |  TUESDAY, 9 OCT 2012
... significant number of overseas investors - want to replace the Gold Coast-based LM Investment Management (LM) with Trilogy Funds Management Limited (Trilogy) as the Responsible Entity (RE). LM is the RE for the LM Wholesale First Mortgage Income Fund ...

City Pacific still in RE bind

COMPANY RELEASE  |  WEDNESDAY, 1 JUL 2009
... hearing on July 6." More than a week ago, unitholders in the City Pacific First Mortgage Fund overwhelming voted for trilogy Funds Management as the new RE of their fund. After the final vote at the meeting held at the Brisbane Convention and Exhibition ...

Advisers turn to unlisted property

RUTH LIEW  |  WEDNESDAY, 25 FEB 2009
... this year, following last year's listed property trust (LPT) fallout. A survey of over 1,200 advisers conducted by Trilogy Funds Management showed 74 per cent of respondents would consider getting into the unlisted property game this year, with a further ...

Bellwether hires AFM for mandate search

MICHAEL HOBBS  |  WEDNESDAY, 10 DEC 2008
... classes and also represents a number of local investment managers. AFM Investment Partners was recently appointed by Trilogy Funds Management to source the same type of mandates for direct property, infrastructure and mortgage portfolio investments.

Trilogy signs AFM

MEDIA RELEASE  |  FRIDAY, 28 NOV 2008
Trilogy Funds Management appointed AFM Investment Partners to source institutional and wholesale mandates for direct property, infrastructure and mortgage portfolio investments. Rodger Bacon, Trilogy Funds Management chair, said the firm hired AFM Investment ...

Trilogy hops on netwealth

RUTH LIEW  |  THURSDAY, 17 APR 2008
Trilogy Funds Management's first Mortgage Income Trust is the latest addition to the netwealth Investment and Super Wrap platforms. The Trilogy trust is an open-ended, unlisted mortgage trust made of a pool of registered first mortgages secured over ...

Trilogy add new income trust product

... be high yield while offering capital security. The product expansion is the tip of the iceberg says chairman of Trilogy Funds Management, Rodger Bacon. He adds that he plans on developing a new generation of mortgage products, which he predicts will ...
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