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triliogy 111 fund

  • 04-12-2008 4:44pm
    #1
    shawnee
    Registered Users, Registered Users 2 Posts: 1,830 ✭✭✭


    I invested 15k in the New Ireland triliogy fund about 18 mths ago. Due to market fallback I checked and it is now worth half. I spoke to my broker who as usual recommends hanging in there. My original plan was to leave it for approx 5 to 8 years.
    However he agrees that it will probably take 4 or 5 years to get my money back. I'm tempted to take my half and try another investment when things improve. I am afraid of losing the lot.
    Any views.


Comments

  • #2
    sofireland
    Registered Users, Registered Users 2 Posts: 1,246 ✭✭✭sofireland


    Trilogy is a specialised investment fund, made up of Apprx 40% Geared Irish / UK Commercial Property, 40% High Yield Stocks and balance in corporate bonds.

    The property element is managed by BIAM, the remainder by Bloxham.

    You're broker has given you the right advice, you'd be made to cash out now and capitalise your loss. Hang in there, it was originally a 5-7 yr investment anyway.


  • #3
    Sonnenblumen
    Registered Users, Registered Users 2 Posts: 5,834 ✭✭✭Sonnenblumen


    sofireland wrote: »
    Trilogy is a specialised investment fund, made up of Apprx 40% Geared Irish / UK Commercial Property, 40% High Yield Stocks and balance in corporate bonds.

    The property element is managed by BIAM, the remainder by Bloxham.

    You're broker has given you the right advice, you'd be made to cash out now and capitalise your loss. Hang in there, it was originally a 5-7 yr investment anyway.


    Risk of losing more value? Not a good idea, i'd disagree with your brokers advice, as a BIAM client and like many others over the past few months truckloads , have switched funds from Trilogy into secured deposits. Rates have dropped from 5.25 to 3.5% just less than annual admin charges etc.

    The plus here is at least you'll have a principal when market conditions improve. Damage limitation!!


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