Current Unit Price: (20 min. delayed price) ASX:MXT $2.04 -0.97%
NAV as at COB: 10.07.25 $2.0044
Current Unit Price: (20 min. delayed price) ASX:MOT $2.03 -0.49%
NAV as at COB: 10.07.25 $2.1469
Current Unit Price: (20 min. delayed price) ASX:MRE $2.01 -0.50%
NAV as at COB: 30.06.25 $2.1501

MANAGED FUNDS

Our performance stems from our agility and our freedom to think differently. You’ve got goals. Our funds can help you.

RETAIL funds

Launched in 2020, the Metrics Direct Income Fund is an unlisted Australian Unit Trust, which seeks to provide investors with attractive monthly cash income, low risk of capital loss and portfolio diversification through its exposure to the MCP Wholesale Investments Trust (Sub-Trust).

The Fund is currently comprised of >300 individual investments diversified across companies, industry sectors and the credit spectrum.

Find out more

Wholesale funds

Launched in 2013, the Metrics Credit Partners Diversified Australian Senior Loan Fund is an open-ended unit trust. It invests in a diversified portfolio of primarily Australian corporate loans and other associated debt instruments, designed to broadly reflect the corporate loan market.

The fund offers investors direct exposure to Australia’s bank dominated corporate loan market by investing in bilateral, club-style, and syndicated loans to Australian public and private companies.

The fund is an open-ended unlisted trust and is open to accept applications from wholesale investors.

Launched in 2015, the Metrics Credit Partners Secured Private Debt Fund invests in a portfolio of bilateral, club-style and syndicated loans, predominantly to sub investment grade mid-market Australian corporate borrowers across industries. The fund offers investors direct exposure to Australia’s bank-dominated mid-market corporate loan market by investing in loans to private corporates, private-equity sponsored, real estate and structured finance borrowers.

The fund is closed-ended and no longer open to new applications.

The MCP Secured Private Debt Fund II was launched in 2017 and invests in a portfolio of bilateral, club-style and syndicated loans, predominantly to sub investment grade mid-market Australian corporate borrowers across industries. The fund offers investors direct exposure to Australia’s bank-dominated mid-market corporate loan market by investing in loans to private corporates, private-equity sponsored, real estate and structured finance borrowers.

The fund is an open-ended unlisted trust and is open to accept applications from wholesale investors.

The MCP Real Estate Debt Fund was launched in 2017 and invests in a portfolio of Australian Commercial Real Estate (“CRE”) loans. The fund offers investors direct exposure to Australia’s bank dominated CRE loan market by investing in loans to Australian CRE borrowers. These include office, retail, industrial, residential development, and specialised real estate assets such as hotels and healthcare.

The fund is an open-ended unlisted trust and is open to accept applications from wholesale investors.

The MCP Credit Trust was launched in 2018 and seeks to build an actively managed portfolio aiming to provide attractive risk-adjusted returns through investments mostly in Private Credit while retaining a focus on capital stability, active risk management and downside capital preservation. 

The fund is an open-ended unlisted trust and is open to accept applications from wholesale investors.

The MCP Wholesale Investments Trust was launched in 2017 and offers investors direct exposure to the Australian corporate loan market – a space dominated by regulated banks and largely inaccessible to non-bank investors. The trust invests in and alongside Metrics Credit Partners Diversified Australian Senior Loan Fund, MCP Real Estate Debt Fund and MCP Secured Private Debt Fund II.

The fund is an open-ended unlisted trust and is open to accept applications from wholesale investors.

The Metrics Wholesale Income Opportunities Trust was launched in February 2019 and offers investors exposure to the private debt market, sourcing opportunities across Australia, New Zealand and developed Asia. The fund gains exposure to Metrics Credit Partners Secured Private Debt Fund, the MCP Secured Private Debt Fund II, the MCP Real Estate Debt Fund, and the MCP Credit Trust.

The fund is an open-ended unlisted trust however is not currently open to applications.

NEW ZEALAND

Launched in 2021, the Metrics Multi-Strategy Private Debt (NZ) Fund is a New Zealand domiciled portfolio investment entity (PIE) offering New Zealand investors exposure to a well-constructed portfolio of directly originated loans to New Zealand and Australian companies. Up until now, the New Zealand and Australian corporate loan markets have been dominated by regulated banks and largely inaccessible to non-bank investors.

The fund is an open-ended PIE and is open to accept applications from NZ-based wholesale investors.

Key features:

  • Diversified portfolio (currently in excess of 300 individual investments)
  • Monthly income
  • Low cost
  • Monthly liquid

JAPAN

Launched in 2021, the Metrics Diversified (Australia and New Zealand) Lending Fund is an unlisted Australian unit trust offering Japanese institutional investors exposure to a portfolio of directly originated loans to Australian and New Zealand companies via investment in the Metrics Credit Partners Diversified Australian Senior Loan Fund which is diversified by borrower, industry and credit quality.

The fund accepts applications from Japan-based wholesale investors.

Key features:

  • Highly diversified portfolio of directly originated corporate loans
  • Monthly cash income distributions
  • Attractive risk-adjusted returns
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Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298 | AFSL 240975, is the Responsible Entity for the Metrics Direct Income Fund ARSN 641 620 331 (the Fund). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT). The Investment Manager for the Fund is Metrics Credit Partners Pty Ltd (Metrics) ABN 27 150 646 996 | AFSL 416 146. The information provided is issued by Equity Trustees and has been prepared to provide you with general information only. In preparing this information, Equity Trustees did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Equity Trustees, Metrics nor any of their related parties, their employees or directors, provide any warranty of currency, accuracy, completeness or reliability in relation to such information or accept any liability to any person who relies on it. Neither Equity Trustees nor Metrics guarantees repayment of capital or any particular rate of return from the Fund. All opinions and estimates included in this website constitute judgments of Metrics as at the date of website creation and are subject to change without notice. Past performance should not be taken as an indicator of future performance.

You should obtain and carefully consider in their entirety the current Product Disclosure Statement, Target Market Determination and any updated information and continuous disclosure notices before making an investment decision in respect of the Fund and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

The rating issued 11/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) ratings assigned to Metrics Direct Income Fund (EVO2608AU) on 13 June 2024 and referred to in this communication are limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

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