Current Unit Price: (20 min. delayed price) ASX:MXT $2.09 -0.48%
NAV as at COB: 15.11.24 $2.0065
Current Unit Price: (20 min. delayed price) ASX:MOT $2.17 -0.46%
NAV as at COB: 15.11.24 $2.1470
Current Unit Price: (20 min. delayed price) ASX:MRE $1.97 -0.51%
NAV as at COB: 31.10.24 $2.0009

INVESTMENT OPPORTUNITIES

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

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 Metrics 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.1 MXT listed on the ASX on October 9, 2017. It has obtained a Highly Recommended rating from Zenith Investment Partners, Lonsec Research and Bond Adviser. It is also rated Recommended Plus by Independent Investment Research.

The Metrics 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.1 It has obtained a Recommended rating from Zenith Investment Partners, Lonsec Research, Bond Adviser, and Independent Investment Research.

The Metrics Real Estate Multi-Strategy Fund (Fund)(ASX:MRE)2 provides investors the opportunity to obtain broad exposure to commercial real estate (CRE) investments. MRE listed on the ASX on October 16, 2024 and seeks to provide monthly cash income, preserve investor capital and manage investment risks, whilst providing potential equity upside.3 It has obtained a Recommended rating from Zenith Investment Partners and Lonsec Research.

The Metrics Direct Income Fund is an unlisted equivalent of the successful ASX-listed Metrics Master Income Trust (MXT). It launched in July 2020 and has obtained a Highly Recommended rating by Zenith Investment Partners, Bond Adviser and Lonsec Research. It is also rated Recommended Plus by Independent Investment Research.

Ratings are subject to Terms and Conditions and are one of the factors to be taken into account when making an investment decision.
 
1,3 This is an objective only and may not be achieved. An investment in the Trusts and Fund is subject to risk, including capital loss.
2 The Metrics Real Estate Multi-Strategy Fund is a stapled structure consisting of the Metrics Real Estate Multi-Strategy Passive Trust (Passive Trust) and the Metrics Real Estate Multi-Strategy Active Trust (Active Trust).

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 that an investment seeks to deliver a fair return for investors.

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.

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All website content in respect of the Metrics Master Income Trust ARSN 620 465 090, Metrics Income Opportunity Trust ARSN 631 320 628 (together, the Trusts) and the Metrics Real Estate Multi-Strategy Fund (a stapled structure consisting of the Metrics Real Estate Multi-Strategy Passive Trust ARNS 679 413 293 and the Metrics Real Estate Multi-Strategy Active Trust ARSN 679 413 695) (Fund) are issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 150 (Perpetual) as responsible entity of the Trust and Fund. Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (Metrics) is the investment manager.

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 Trusts and Fund, you should consider the current Product Disclosure Statement (PDS) and Target Market Determination (TMD), 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 Trusts are 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 Trusts or Fund. 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 judgements 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.

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.

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