Metrics Credit Partners presents its ASX-listed Metrics Master Income Trust (ASX:MXT) as a way for investors to access a diversified portfolio of senior secured Australian corporate loans in a liquid, exchange-traded format. The trust is designed as a defensive allocation, targeting monthly income* from lending activities typically held on bank balance sheets but rarely accessible to individual investors.
The portfolio spans hundreds of individual loans across corporate lending, real estate finance, infrastructure and acquisition funding, with an emphasis on borrowers generating recurring cash flows. Returns are linked to the RBA cash rate plus a margin, allowing income to rise or fall with interest rates, while diversification, security and active credit management are used to reduce default risk. The trust has exceeded its target return since listing in 2017 and has grown to around $2.5bn in assets, supported by consistent distributions and daily liquidity on the ASX.
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*Income payments depend on the success of underlying investments and are at the Responsible Entity’s discretion.
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 Master Income Trust ARSN 620 465 090 (the 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/mre. 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 This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons.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.
