An experienced and active management team with a proven track record
MCP is a specialist Australian debt fund manager and its investment team has extensive direct lending experience. This experience encompasses all aspects of originating, structuring, negotiating, executing and distributing corporate loans and managing portfolio risk.
Monthly cash income with reduced capital volatility
Corporate loans have floating interest rates with lender protections, resulting in stability of capital value and low loss rates. By investing in the corporate loan market, the fund will target a return of the RBA Cash Rate plus 3.25% p.a. net of fees and intends to pay cash distributions monthly. (This is only a target and may not be achieved.)
Superior risk-adjusted returns from a diversified portfolio
Australia’s corporate loan market offers attractive returns but is largely inaccessible to non-bank investors. The fund offers direct, diversified exposure to this market.
Portfolio diversification from an investment in Australian corporate fixed income
Fixed income is an important component of a balanced investment portfolio, offering stable cash yields with reduced capital volatility. However, investors currently have limited domestic fixed income investment opportunities and negligible opportunities to access the attractive risk-adjusted returns offered by direct lending to Australian corporates.
Who is the MCP Master Income Trust for?
Fixed income is an important component of a balanced portfolio, and is an increasingly attractive asset class for investors seeking capital stability and regular income, building a more defensive portfolio.
The MCP Master Income Trust is targeting investors looking for regular monthly income without exposure to the volatility of the equity markets and ensuing risk of capital loss.
The trust’s investment strategy is to provide exposure to Australian corporate loans that generally reflect market activity, diversified by borrower, industry and credit quality. Through active portfolio risk management, MCP will seek to preserve investor capital.
Diversified by borrowers
The trust will lend to public and private companies and projects (approximately 50 individual investments immediately, with a near-term anticipated target of 75-100).
Diversified by industries
The trust will lend across industry sectors. It is not intended that it will invest in the banking sector (i.e. regulated banks that otherwise issue public debt securities and hybrids or industries that conflict with MCP’s Environmental Social and Governance policy).
Diversified by credit quality
The trust will lend across the credit spectrum in a way that reflects activity in the Australian corporate loan market. Borrowers will be Australian domiciled (>80%) with investments in debt products that are typical in the market.
What are the investment objectives of the MCP Master Income Trust?
An overview of Metrics Credit Partners and the investment team
What are the risks associated with an investment in the MCP Master Income Trust?
What's unique about your income strategy compared to others available in the market?
Andrew Lockhart's interview with Peter Switzer on Sky News
Disclaimer and disclosure
This website is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity of MCP Master Income Trust (the Trust). This website is prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (MCP) as the investment manager of the Trust.
The information provided in this website 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) of the Trust and assess whether the Trust 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.
Neither Perpetual nor MCP guarantees repayment of capital or any particular rate of return from the Trust. Neither Perpetual nor MCP gives any representation or warranty as to the reliability, completeness or accuracy of the information contained in this website. All opinions and estimates included in this website constitute judgments of MCP as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.