Performance Summary
As at March 2024
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Metrics Credit Partners Real Estate Debt Fund

Performance Summary as at March 2024

The Metrics Credit Partners Real Estate Debt Fund has a track record of 6 years and 6 months and has outperformed the GPR APREA Composite benchmark since inception in October 2017, providing investors with an annualised return of 8.48% compared with the benchmark's return of 3.4% over the same period.

On a calendar year basis, the fund hasn't experienced any negative annual returns in the 6 years and 6 months since its inception. Since inception in October 2017, the fund hasn't had any negative monthly returns and therefore hasn't experienced a drawdown. Over the same period, the index's largest drawdown was -26.86%.

The Manager has delivered these returns with 10.49% less volatility than the benchmark, contributing to a Sharpe ratio which has consistently remained above 1 over the past five years and which currently sits at 24.48 since inception. The fund has provided positive monthly returns 100% of the time in rising markets and 100% of the time during periods of market decline, contributing to an up-capture ratio since inception of 20% and a down-capture ratio of -40%.

Cumulative Returns
Fund Index

Metrics Credit Partners Real Estate Debt Fund - Cumulative Performance vs GPR APREA Composite Index

 

Drawdowns
Fund Index

Drawdown%

 
Fund Index

Quintile Ranking vs. Fixed Income - Debt as at March 2024

The performance of the Metrics Credit Partners Real Estate Debt Fund ranked it in the first or second quintile for all KPIs over 1 & 5 years, while over 3 years it ranked in the first quintile for all KPIs except Volatility.

1 Year
3 Year
5 Year
7 Year
Metrics Credit Partners Real Estate Debt Fund
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.