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Showing 1 - 10 of 18 results for "Trilogy Funds"

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
A boutique portfolio management firm has welcomed a new head of distribution, hiring from Trilogy Funds. Innova Asset Management appointed Laurence Gamboa to the role, as it looks to grow its profile among non-aligned financial advisers and dealer groups. ...

Trilogy appoints head of property, lending

JAMIE WILLIAMSON  |  THURSDAY, 25 FEB 2021
Trilogy Funds Management has appointed a head of lending and property assets following the retirement of David Hogan last month. Clinton Arentz has been named head of lending and property assets, which encompasses his current role leading Trilogy's ...

Frozen fund pays investors

KANIKA SOOD  |  TUESDAY, 29 OCT 2019
... appointment came as the court threw out two investor's bid to replace LM as the responsible entity of the fund with Trilogy Funds Management.

New cash fund targets retirees

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
Trilogy Funds Management launched a new cash trust targeting an expected return of 4.25% per annum. Trilogy Funds executive director John Barry said the Trilogy Enhanced Cash trust is a low risk, capital stable investment ideal for retirees or for those ...

SQM upgrades Trilogy Monthly Income Trust

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
Trilogy Funds' flagship mortgage trust Trilogy Monthly Income Trust will receive a 4 Star - Superior rating from SQM research, an increase of a quarter of a star from last year. The superior rating, which classifies the trust as 'suitable for inclusion ...

Trilogy Trust added to Powerwrap platform

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
... Property. Trilogy said the trust was added to the platform in response to growing requests from financial advisers. Trilogy Funds managing director Philip Ryan said the move was timely, as advisers sought yield for their clients while maintaining portfolio ...

Trilogy Funds makes $9m property investment

MARK SMITH  |  WEDNESDAY, 24 SEP 2014
Property fund manager Trilogy Funds will buy an $8.95 million commercial property in Melbourne's north-west. 271-279 Robinsons Road in Ravenhall was constructed in 2011 by Pellicano Group as part of their northwest Orbis Business Park. The three-level ...

LM liquidators get boot over conflict of interest

JAMES FERNYHOUGH  |  MONDAY, 12 AUG 2013
... necessary that someone independent have charge of winding-up FMIF," he said. The court also refused an application from Trilogy Funds Management Limited to oversee FMIF's winding up, on the grounds that the application was "incompetent" and that there ...

ASIC seeks to wind up of LM mortgage income fund

MARK SMITH  |  FRIDAY, 19 JUL 2013
... fund manager in March. Court proceedings were started by two FMIF investors seeking orders for the appointment of Trilogy Funds Management Limited as responsible entity of the fund. LM Investment Management, the current responsible entity, opposed the ...

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 ...
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