Private Markets Conference 2026
Metrics – Private Markets Conference 2026
Disclaimer
This document is issued by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416146 and Metrics Real Estate Partners Pty Ltd ABN 69 649 136 970, a corporate authorised representative (representative number 001292316) of Metrics Credit Partners Pty Ltd (together, Metrics) on a confidential basis for distribution only to the party to whom it is directly addressed and/or delivered. It is not intended for, and should not be distributed to, any other person and it must not be distributed to any person who is a retail client for the purpose of the Corporations Act 2001 (Cth) (Corporations Act) or the Financial Markets Conduct Act 2013 (FMC Act).
Any information in this document relating to an Australian Wholesale Fund (see below) is intended solely for wholesale clients within the meaning of the Corporations Act, including professional and sophisticated investors, and may be provided to persons outside Australia only where it is lawful to do so.
Any information in this document relating to the New Zealand Wholesale Fund (see below) is intended solely for ‘wholesale investors’ as defined in Schedule 1 of the FMC Act and may be provided to persons outside New Zealand only where it is lawful to do so.
Metrics is the investment manager of the following funds (each a Fund, collectively, the Funds):
| Australian Wholesale Funds | Trustee and Issuer of Fund Units |
|---|---|
| Metrics Credit Partners Diversified Australian Senior Loan Fund | Perpetual Trust Services Limited ABN 48 000 142 049 AFSL 236 648 (Perpetual) |
| MCP Credit Trust | |
| Metrics Credit Trust II | |
| MCP Real Estate Debt Fund, | |
| MCP Secured Private Debt Fund II | |
| Metrics CRE Multi-Strategy (Debt) Trust | |
| Metrics Diversified (Australia and New Zealand) Lending Fund | The Trust Company Limited ABN 59 004 027 749 AFSL 235 148 (Perpetual) |
| MCP Wholesale Investments Trust | |
| Metrics Wholesale Income Opportunities Trust | |
| Metrics Real Estate Equity Opportunities Fund | |
| Metrics Real Estate Partners Fund I | |
| Metrics CRE Multi-Strategy (Equity) Trust | The Trust Company (Australia) Ltd ABN 21 000 000 993 AFSL 235 145 (Perpetual) |
| Australian Retail Funds | Responsible Entity and Issuer of Fund Units |
|---|---|
| Metrics Income Opportunities Trust (ASX:MOT) | The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) |
| Metrics Master Income Trust (ASX: MXT) | |
| Metrics Real Estate Multi-Strategy Fund (a stapled structure consisting of the Metrics Real Estate Multi-Strategy Passive Trust and the Metrics Real Estate Multi-Strategy Active Trust) (ASX: MRE) |
|
| Metrics Direct Income Fund | Equity Trustees Limited ABN 46 004 031 298 AFSL 240 975 (EQT) |
| Metrics Real Estate Income Fund (MREIF) |
| New Zealand Wholesale Fund | Manager and Issuer of Fund Units |
|---|---|
| Metrics Multi-Strategy Private Debt (NZ) Fund | Metrics Credit Partners (NZ) Limited (NZ company number 9333682) (Metrics NZ) |
The information in this document is of a general nature only and has been prepared without taking into account a particular person’s objectives, financial situation or needs. It does not purport to identify the nature of a specific market or other risks associated with any investments described within it and does not constitute legal, taxation, investment or accounting advice.
The information in this document should not be construed as an offer or solicitation to buy or sell any financial product in any jurisdiction. It does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorised or unlawful to do so. Prospective investors should inform themselves as to any applicable legal requirements and taxation and exchange control regulations in the countries of their citizenship, residence or domicile which might be relevant.
Before making any investment decisions with respect to:
(i) the Australian Wholesale Funds or the New Zealand Wholesale Fund, you should consider the relevant Fund’s information memorandum (available upon request from Metrics); or
(ii) the Australian Retail Funds, you should consider the relevant Fund’s current Product Disclosure Statement, Target Market Determination, any RG 45 Disclosure Report (for MREIF only), as well as any periodic and continuous disclosure notices or updated information available (as applicable) at www.metrics.com.au and/or www.asx.com.au (for MXT, MOT and MRE only), and assess whether the Fund is appropriate given your objectives, financial situation or needs.
An investment in a Fund is subject to investment and other known and unknown risks, some of which are beyond the control of Perpetual, EQT, Metrics or Metrics NZ, including loss of some or all of an investor’s principal investment and lower than expected returns. It is not a deposit with, nor does it represent a liability of Perpetual, EQT, Metrics, Metrics NZ, or any other person. Prospective investors should consider the key risk factors set out in the offering documentation. Additionally, there may be risk factors applicable to a Fund that have not been set out in its offering documentation.
The information in this document, including any opinions and estimates, is only current as at the date indicated and may be subject to change without notice. No obligation is undertaken to update it. Any opinions or estimates in this document may differ from, or be contrary to, opinions expressed by other business areas or companies within the same group as Metrics as a result of using different assumptions and criteria.
This document may contain forward-looking statements, forecasts, estimates and projections. Such statements are subject to risks and uncertainties and should not be relied upon as an indication or guarantee of future performance. Actual results may differ materially, and no representation or assurance is given that any forward-looking statement will be realised.
None of Perpetual, EQT, Metrics, Metrics NZ, their related bodies corporate, or any other person: (i) guarantees an increase in the value of any amount invested in a Fund, any particular rate of return from a Fund, or the repayment of capital; or (ii) gives any representation or warranty (express or implied) as to the currency, reliability, completeness or accuracy of the information in this document. In preparing this document, reliance may have been placed on information obtained from external sources, which has not been independently verified. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on any information in this document or any omission from it. All investments contain risk and may lose value. Past performance is not a reliable indicator of future performance.
This document and the information contained in it must not be disclosed to any person or replicated in any form without the prior written consent of Metrics.
