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Fixed Income

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January 31, 2024
Unlisted Managed Investment

Metrics Direct Income Fund (MDIF) Review

Metrics Direct Income Fund (“MDIF” or the “Trust”) is an unlisted unit trust that was established in July 2020. ...
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January 31, 2024
Listed Managed Investment

Metrics Income Opportunities Trust (ASX: MOT) Review

Metrics Income Opportunities Trust (ASX: MOT) (“MOT” or the “Trust”) listed in April 2019 raising $300 million through the issue of 150 million units at a price of $2.00 per unit. ...
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January 31, 2024
Listed Managed Investment

Metrics Master Income Trust (ASX: MXT) Review

Metrics Master Income Trust (ASX: MXT) (“MXT” or the “Trust”) provides exposure to a portfolio of loans to Australian companies diversified by borrower, industry and credit quality. ...
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October 30, 2023
Unlisted Managed Investment

Pacific Equity Partners Capital Solutions Fund (Australasia) – Research Review

Pacific Equity Partners Capital Solutions Fund (Australasia) (the “Fund”) is an unlisted unit trust available to Wholesale investors that provides exposure to a portfolio of loans/securities to mid-market corporates....
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August 7, 2023
Unlisted Managed Investment

Capspace Private Debt Fund – Review

The Capspace Private Debt Fund (the “Fund”) is a unit trust for wholesale, sophisticated and professional investors that provides exposure to a portfolio of loans predominantly to small and medium sized enterprises typically secured by property....
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July 14, 2023
Unlisted Managed Investment

Pallas FM Trust – Fixed Rate Bonds: Research Review

The Fixed Rate Bonds (the “Notes”) are issued by the Pallas FM Trust (“PFM Trust”). The purpose of the Notes is to fund the PFM Trust....
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July 14, 2023
Unlisted Managed Investment

Pallas Warehouse Trust No. 3 – Research Review

The Pallas Warehouse Trust No. 3 (the “Fund”) is issued by Pallas Funds Pty Limited (the “Trustee”). The purpose of the Fund is to fund a warehouse facility that will invest in a diversified portfolio of commercial real estate (CRE) loans to .........
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August 15, 2022
Unlisted Managed Investment

Metrics Direct Income Fund – Initiating Coverage

Metrics Direct Income Fund (“MDIF” or the “Trust”) is an unlisted unit trust that was established in July 2020. The Trust is managed by Metrics Credit Partners (“MCP” or the ‘Manager’) an Australian debt-specialist asset manager ...............
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August 15, 2022
Listed Managed Investment

Metrics Income Opportunities Trust (ASX: MOT) – Initiating Coverage

Metrics Income Opportunities Trust (ASX:MOT) (“MOT” or the “Trust”) listed in April 2019 raising $300m through the issue of 150m units at a price of $2.00 per unit. Since listing the Trust has grown to a market cap of in excess of...... ...
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