Current Unit Price: (20 min. delayed price) ASX:MXT $2.05 0.00%
NAV as at COB: 22.08.19 $2.0076
Current Unit Price: (20 min. delayed price) ASX:MOT $2.05 0.00%
NAV as at COB: 22.08.19 $2.0265

INVESTMENT OPPORTUNITY

Looking to access new investment opportunities? Our independence and experience combined with our world-class capabilities can make it happen.

Award-Winning Investment Solutions

RETAIL INVESTORS

Our ASX-listed funds provide investors unique access to attractive total returns and incomes that are 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 quarterly.

WHOLESALE Investors

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.

DUE DILIGENCE

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.

DIVERSITY

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.

ESG

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.

Current Unit Price: (20 min. delayed price) ASX:MXT $2.05 0.00%
NAV as at COB: 22.08.19 $2.0076
Current Unit Price: (20 min. delayed price) ASX:MOT $2.05 0.00%
NAV as at COB: 22.08.19 $2.0265

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Disclaimer and disclosure

All website content in respect of the MCP Master Income Trust ARSN 620 465 090 (the Trust) is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity of the Trust and is prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (Metrics) as the investment manager of the Trust.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Trust, you should consider the current product disclosure statement (PDS) of the Trust and the Trust’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au/, and assess whether the Trust 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.

Neither Perpetual nor Metrics guarantees repayment of capital or any particular rate of return from the Trust. Neither Perpetual nor Metrics gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. 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 is not a reliable indicator of future performance.

Cororate Governance
Personal Trading in Non-Perpetual Securities | RE Services Personal Trading in Non-Perpetual Securities | Unitholders Communications Policy | Continuous Disclosure Policy

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned May/2019) referred to in this document is 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 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 http://www.zenithpartners.com.au/RegulatoryGuidelines

Disclaimer and disclosure

All website content in respect of the MCP Income Opportunities Trust ARSN 631 320 628 (the Trust) is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity of the Trust and is prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (Metrics) as the investment manager of the Trust.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Trust, you should consider the current product disclosure statement (PDS) of the Trust, which is available and can be obtained from this website, and the Trust’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Trust 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.

Neither Perpetual nor Metrics guarantees repayment of capital or any particular rate of return from the Trust. Neither Perpetual nor Metrics gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. 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 is not a reliable indicator of future performance.

Cororate Governance
Personal Trading in Non-Perpetual Securities | RE Services Personal Trading in Non-Perpetual Securities | Unitholders Communications Policy | Continuous Disclosure Policy

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned May/2019) referred to in this document is 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 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 http://www.zenithpartners.com.au/RegulatoryGuidelines

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