Fact Sheet
As at March 2024
As at March 2024
Metrics Credit Partners Credit Trust
APIR: PER7572AU
Manager Summary
Metrics Credit Partners are an Australian non-bank corporate lender and alternative asset manager specialising in fixed income, private credit, equity and capital markets.
Through their managed funds they provide access to the Australian private debt market to investors ranging from individuals to global institutions.
Through their managed funds they provide access to the Australian private debt market to investors ranging from individuals to global institutions.
Strategy Summary
The MCP Credit Trust was launched in 2018 and seeks to build an actively managed portfolio aiming to provide attractive risk-adjusted returns through investments mostly in Private Credit while retaining a focus on capital stability, active risk management and downside capital preservation.
The fund is an open-ended unlisted trust and is open to accept applications from wholesale investors.
The fund is an open-ended unlisted trust and is open to accept applications from wholesale investors.
Key Terms
| Status: | Open | Inception Date: | Dec 2018 |
| Strategy: | Credit | Style: | N/A |
| Geography: | Australia | Domicile: | Australia |
| Investors: | Wholesale | Min. Investment: | AU$ 50,000 |
| Distributions: | Quarterly | Applications: | Quarterly |
| Fund Size: | AU$ 1,483.84m | Management Fee: | 1.00% |
| Manager FUM: | AU$ 20,266.09m | Performance Fee: | 15.00% |
Key Statistics
| Fund | Index* | Fund | Index* | ||
| Mar 2024: | 0.82% | 1.12% | Sharpe1: | 2.83 | -0.10 |
| 1 Year: | 12.00% | 1.47% | Sortino1: | N/A | -0.16 |
| 3 Years1,2: | 13.01% | -1.29% | Best Month1: | 8.45% | 3.36% |
| 5 Years1,2: | 11.79% | 0.17% | Worst Month1: | 0.00% | -3.75% |
| Inception1,2: | 11.67% | 0.81% | Volatility1,2: | 3.38% | 5.47% |
| Up-Capture1: | 87% | N/A | Down-Capture1: | -76% | N/A |
Cumulative Returns Fund Index
Metrics Credit Partners Credit Trust - Cumulative Performance vs Bloomberg AusBond Composite 0+ Yr Index
Drawdowns Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Fixed Income - Hybrid Credit Peer Group (13 funds) as at March 2024
1 Year
3 Year
5 Year
7 Year
Metrics Credit Partners Credit Trust
RBA Cash Rate + 5%
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.