Metrics Credit Partners offers the Metrics Income Opportunities Trust (ASX:MOT) as a hybrid private markets vehicle designed to deliver higher income and total returns by investing across both debt and equity. The listed trust provides access to a diversified portfolio of private credit investments, complemented by selective equity and equity-linked exposures where Metrics sees potential upside alongside income generation.
The portfolio is weighted toward private debt, including senior, mezzanine and subordinated lending, with the balance invested in property-related equity, operating real assets and minority stakes in private companies. Returns are generated from interest and fee income, with additional upside from equity positions as investments mature or are exited. The trust targets cash distributions of around 7 per cent per annum and a total return of 8 to 10 per cent over the cycle*, with diversification, security and active asset management used to manage risk. Metrics positions MOT as a medium- to longer-term holding for investors seeking income with greater return potential than traditional defensive credit strategies, while retaining liquidity through its ASX listing.
Watch the full interview for a deeper look at the Metrics Income Opportunities Trust (ASX:MOT).
*The Target Return is a target only and may not be achieved.
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 (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 This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons.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.
