Metrics Income Opportunities Trust: income today with upside potential

Metrics Credit Partners CEO and Managing Partner Andrew Lockhart recently spoke with ShareCafe about the Metrics Income Opportunities Trust (ASX: MOT), explaining how the fund was designed to blend diversified private credit with selective equity exposure with the goal to deliver regular income and enhanced total return.

Designed as a hybrid strategy, MOT invests primarily in private debt across the capital structure, while allocating to equity and equity‑linked opportunities where Metrics identifies compelling upside.

The portfolio remains predominantly debt‑focused, supported by a diversified mix of property‑related and corporate equity positions.

“MOT is designed to deliver a very attractive income*, but with a lower risk profile than holding a portfolio of equities, while still giving investors some exposure to potential upside.”
—Andrew Lockhart, CEO and Managing Partner, Metrics Credit Partners

MOT targets a cash distribution of around 7% per annum and a total return of 8–10% per annum net of fees through the cycle.

Lockhart also emphasises Metrics’ disciplined underwriting, diversification and active risk management, positioning MOT as a complementary option for investors seeking income* with additional return potential alongside more defensive strategies such as MXT.

*The payment of monthly cash income is a goal of the Trust only and neither the Manager or the Responsible Entity provide any representation or warranty (whether express or implied) in relation to the payment of any monthly cash income.

This communication is issued by The Trust Company (RE Services) Limited ABN 45‌‌ 003‌‌‌ 278‌‌‌ 831‌‌‌ AFSL‌‌ 235‌‌‌ 150‌‌‌ (Perpetual) as Responsible Entity of Metrics Income Opportunities Trust ARSN 631‌‌‌ 320‌‌‌ 628‌‌‌ (Fund). Metrics Credit Partners Pty Ltd ABN 27‌‌‌ 150‌‌‌ 646‌‌‌ 996‌‌‌ AFSL‌‌ 416146‌‌‌ (Metrics) is the Manager of the Fund.

The information provided in this communication 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, you should consider the current Product Disclosure Statement (PDS) and Target Market Determination (TMD) of the Fund, available at metrics.com.au/mot. Please also consider the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, available at www.asx.com.au, to 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. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

Neither Perpetual or Metrics guarantees repayment of capital or any particular rate of return from the Fund. Neither Perpetual or Metrics gives any representation or warranty as to the reliability, completeness or accuracy of the information contained in this communication. All opinions and estimates included in this communication constitute judgments of Metrics as at the date of this communication and are subject to change without notice. Past performance is not a reliable indicator of future performance.