Award-Winning Investment Solutions
Metrics offer both ASX-listed and unlisted investment strategies that provide investors with an attractive fixed income alternative, uncorrelated to listed equities and public market debt securities.
The MCP Master Income Trust (ASX:MXT) seeks to deliver monthly cash income through a diversified portfolio of direct corporate loans with a focus on capital preservation. MXT was awarded the 2018 Listed Fund of the Year by SuperRatings & Lonsec.
The MCP Income Opportunities Trust (ASX:MOT) seeks to provide exposure to a range of borrowers and private credit instruments that are typically not available to retail investors. MOT listed on the ASX on April 29, 2019 and aims to pay income distributions monthly.
The Metrics Direct Income Fund is an unlisted equivalent of the successful ASX-listed MCP Master Income Trust (MXT). It launched in July 2020 and is Highly Recommended by Zenith and rated Superior by Australia Ratings.
For investors such as superannuation funds, insurance companies, charities, family offices, and high-net-worth individuals, we provide access to a range of investment options. These include funds where Metrics lends for corporate, commercial real estate, acquisition, project and infrastructure purposes. Our ability to invest across industries, loan products and the full credit risk spectrum means we can allocate capital to the most attractive investments seeking to deliver for investors.
Our team carries out its own work on the ground. Detailed upfront and ongoing financial risk analysis is combined with direct interactions with borrowers and independent experts, to assist us to form our own view of risk. This allows us to ensure strategies are implemented that seek to protect our investors capital from downside risk of loss while balancing the need to ensure a fair price is charged to the borrower.
People and our culture define our unique position in the market. We place significant value on the individual skills and talent of our team members and strive to maintain an environment that is diverse, inclusive and rewarding. At Metrics, our people are encouraged to contribute and work toward achieving outcomes for both our investor and borrower clients.
Responsible investing is embedded in our Environmental, Social and Governance (ESG) investment policies. Responsible investing is about achieving superior risk-adjusted returns for investors and for us this includes considering how our clients manage their environmental, social and governance (ESG) factors. We believe that borrowers who do not consider these issues present a higher risk to investors. We consider ESG risks in our investment decision making processes to protect and manage investments on behalf of our investors for the long-term.
Metrics is proud to be a signatory of the UN-supported Principles for Responsible Investment (PRI).
The PRI is a global network of asset managers, owners and services providers working collaboratively to implement responsible investment into practice. The PRI’s six key Principles for Responsible Investment are:
- We will incorporate ESG issues into investment analysis and decision-making processes.
- We will be active owners and incorporate ESG issues into our ownership policies and practices.
- We will seek appropriate disclosure on ESG issues by the entities in which we invest.
- We will promote acceptance and implementation of the principles within the investment industry.
- We will work together to enhance our effectiveness in implementing the principles.
- We will each report on our activities and progress towards implementing the principles.