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The opportunity in Australian private debt

Andrew Lockhart from Metrics Credit Partners explains exactly why investors should consider adding private debt to their portfolios – and how they can do it.

Australia is following US and Europe as private debt managers become a bigger part of the corporate lending market. In this Pinnacle Private Markets Series video, Metrics Credit Partners Managing Partner Andrew Lockhart explains how the asset class can replace part of an allocation to either equities or fixed income within a diversified portfolio. The benefit of doing so is a potential reduction in capital volatility and a consistent yield.

But a fund manager requires extensive relationships with borrowers – and sound credit skills – to achieve these twin goals on behalf of investors. Mr Lockhart argues such relationships allow Metrics to directly originate transactions with different types of borrowers and hence create a diversified portfolio that minimises the risk of loss.

Metrics’ range of both listed and unlisted funds caters to investors with different objectives, including both retail and wholesale clients.

Time stamps

0:15 Introducing Metrics Credit Partners

0:45 What is private debt?

1:34 How private debt is used in portfolios

2:27 Why invest in private debt?

4:00 Active risk management

4:59 Relationships are key

5:56 Direct origination capabilities

7:23 Metrics’ range of funds

 

Pinnacle  | 8 February 2024

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Metrics Master Income Trust and Metrics Income Opportunities Trust (the Trusts). 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). Metrics Credit Partners Pty Ltd (ABN 27 150 646 996, AFSL 416 146) (Metrics) is the investment manager of the Trusts and Fund.

All website content in respect of the Trusts and Fund is issued by The Trust Company and Equity Trustees and has been prepared to provide you with general information only, 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 Trusts other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au/, and assess whether the Trusts and Fund 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 The Trust Company, Equity Trustees, Metrics nor any of their related parties, their employees or directors, provide any warranty of currency, accuracy, completeness or reliability of the information contained in this website or accept any liability to any person who relies on it. Neither The Trust Company, Equity Trustees nor Metrics guarantees repayment of capital or any particular rate of return from the Trusts and Fund.

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.