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Thursday, 27 January 2022

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Metrics Credit Partners

About Metrics Credit Partners

Metrics Credit Partners (Metrics) is a leading Australian non-bank corporate lender and alternative asset manager specialising in private debt. Metrics offer Australian corporate borrowers of all sizes and across all industries, borrowing solutions tailored to their specific needs. For investors, Metrics offer a range of active strategies, both listed and unlisted, providing unrivalled access to the Australian private debt market. A market that up until now has been largely dominated by the banks and inaccessible to retail investors.

Metrics currently manage ~$10 billion in funds and have completed over $14 billion worth of transactions.

Awards

Metrics Credit Partners has received several awards over the years, recognising the strong skills and experience of the team and the unique products the firm has developed for investors.

The Metrics Master Income Trust (ASX:MXT), Australia’s first ASX-listed corporate loan fund and the country’s largest credit LIT, was awarded 2019, 2020 and 2021 Listed Fund of the Year by Zenith Investment Partners.

The Zenith awards aim to recognise and encourage excellence in funds management across all asset classes. In determining the winners, the fund rating house assesses the strength of the investment team, investment philosophy, portfolio construction, and risk management capability.

Funds

Metrics offer both ASX-listed and unlisted investment strategies.

The Metrics Direct Income Fund (Fund) was launched in July 2020. The fund is an unlisted equivalent of the successful ASX-listed Metrics Master Income Trust (MXT). The Fund seeks to generate monthly cash income, with reduced capital volatility, through its investment in well diversified portfolios of loans to Australian companies. It targets a minimum return of 3.25%* above the RBA cash rate and has obtained a rating of Highly Recommended from Zenith and BondAdviser, as well as Superior from Foresight Analytics. Learn more.

Metrics ASX-listed funds include the Metrics Master Income Trust (ASX:MXT) and Metrics Income Opportunities Trust (ASX:MOT).

MXT is Australia’s first ASX-listed corporate loan fund and the country’s largest credit LIT. Launched in October 2017, MXT was innovative in that it opened up a sector of the fixed income market that was previously only available to institutional investors and banks.

MXT invests in a diversified portfolio of ~210 loans^ to Australian corporates, with the interest and fees paid by borrowers delivering monthly income for investors. It’s target return and investment strategy is identical to Metrics Direct Income Fund. Learn more.

MOT provides investors with exposure to a diversified portfolio of private credit investments. The Trust targets a minimum cash yield of 7% p.a.* with distributions also paid monthly with a total target return of 8% p.a. - 10% p.a.* over the cycle, in each case net of fees and expenses. Learn more.

See www.metrics.com.au for more information.

*Target returns are targets only and may not be achieved.
^As at 31 October 2021

 

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