The Metrics Direct Income Fund (Fund) seeks to offer investors monthly cash income and low capital volatility1 by actively originating and managing a diversified portfolio of ~280 loans to Australian companies. The Fund targets a return of 3.25%2 above the RBA Cash Rate3 (currently 5.60%) and offers investors monthly liquidity4. Since inception the Fund has delivered a Net Return of 6.19%.5 The Fund is managed by a highly experienced investment team at Metrics with a demonstrated track record of performance. Metrics is a leading Australian based non-bank corporate lender and alternative asset manager with $13 billion of investments.
1, 2 Return of capital and target return may not be achieved. Income payments depend on the success of underlying investments and are at the responsible entity’s discretion. 3 RBA Cash Rate currently 2.35%. 4 Where the Fund is liquid. 5 Annualised. Fund inception 1 July 2020. Past Performance is not a reliable indicator of future performance.
The Metrics Direct Income Fund Sponsored Post and units in the Metrics Direct Income Fund (Fund) ARSN 637 459 968 are issued by Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 for the purpose of providing general information only. Before making an investment decision in respect of the Fund, you should consider the PDS and TMD available at metrics.com.au/mdif and whether the Fund is appropriate given your objectives, financial situation or needs.
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