Pinnacle 2020 Virtual Summit: Finding capital stability & attractive income
There is an old adage that still rings true in parts of the fixed income market – to generate higher levels on income, you must take on more risk. At the Pinnacle 2020 Virtual Summit, streamed live on Friday September 18 2020, Andrew Lockhart challenged this assumption.
PINNACLE VIRTUAL SUMMIT – 18 September 2020
This video is issued by the Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity of each of the MCP Income Opportunities Trust ARSN 631 320 628 (MOT) and MCP Master Income Trust ARSN 620 465 090 (MXT) and has been prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416146 (Metrics) as the investment manager of MOT and MXT.
The information provided in this video is of a general nature and for information purposes only and has been prepared without taking into account your objectives, financial situation or needs. The information provided in this video does not constitute investment advice or any recommendation to acquire units in MOT or MXT, or accounting, legal or tax advice. Before making an investment decision in respect of MOT or MXT, you should consider the current product disclosure statement (PDS) of each of MOT and MXT available at www.asx.com.au and MOT’s and MXT’s other periodic and continuous disclosure announcements lodged with the ASX, which are also available at www.asx.com.au, and consider whether an investment in MOT or MXT 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.
Forward looking statements, opinions and estimates provided in this video are based on assumptions and contingencies which are subject to change without notice and should not be relied upon as an indication of the future performance. Persons should rely solely upon their own investigations in respect of the subject matter discussed in this video. Past performance is not a reliable indicator of future performance. The target cash return and target total return is only a target and may not be achieved. Payment of a quarterly distribution is a target only and Perpetual reserves the right to amend the distribution policy.
Neither Perpetual or Metrics guarantees repayment of capital or any particular rate of return from MOT or MXT. An investment in MOT or MXT is not a deposit with, nor another liability of Metrics or Perpetual nor any of their respective related bodies corporates, associates or employees. Investment in MOT or MXT is subject to investment risks, including possible delays in repayment and loss of income and capital invested. Neither Perpetual or Metrics gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this video. All opinions and estimates included in this video constitute judgments of Metrics as at the date of video creation and are subject to change without notice.
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