SQM upgrades Trilogy Monthly Income Trust
Specialist research house SQM has upgraded Trilogy Funds’ Trilogy Monthly Income Trust to three and a half stars.
The company said the upgrade had been based on SQM’s analysis that the trust had continued to outperform its peers and benchmark index.
Commenting on the upgrade, Trilogy Funds executive deputy chairman Rodger Bacon referenced the Reserve Bank’s recent decision to further reduce rates and how this would impact investor sentiment.
“With the Reserve Bank’s decision to reduce rates by a further 25 basis points last week, investors will likely be looking at alternatives to conventional cash-based investments, and this trust represents a viable option in a balanced portfolio,” he claimed.
Recommended for you
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June.
Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the benefits of liquid alternatives.
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's funds under administration by $6 billion.
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25.
