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Metrics Income Opportunities Trust ASX:MOT

1 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

28 Feb 2026 to today

Commentary 1 comments

DateManagerActionSummary

28 Feb 2026Phoenix Growth FundIncreasedPhoenix Growth Fund increased its position in Metrics Income Opportunities Trust because the trust is currently trading at a 22 per cent discount to its NTA of $2.16. The fund notes that since its 2019 listing, MOT has typically traded within a 5 per cent band to NTA and that previous discounts during COVID and the 2021–2022 bear market subsequently closed to par. Phoenix Growth Fund highlights that the loan book is highly diversified across 271 exposures with 98 per cent of loans in good standing, and that the portfolio differs favourably from areas of concern in the US private debt market, given limited software lending exposure and more conservative Australian underwriting standards.

Monthly Report, price recorded $1.81

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on MOT.

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About Metrics Income Opportunities Trust

Industrials, Capital Markets

Metrics Income Opportunities Trust (ASX:MOT), a listed private credit trust, has been bought by Phoenix Growth Fund. In February 2026, Phoenix described MOT as a listed investment trust investing in private credit and equity, highlighting its discount to net asset value and attractive monthly income. Metrics Income Opportunities Trust operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Phoenix Growth Fund. Managed by Metrics Credit Partners, the trust provides investors with exposure to a diversified portfolio of private credit investments, including senior and subordinated loans to Australian and New Zealand companies, along with selected equity and hybrid investments, aiming to deliver monthly cash income and capital preservation, though it has traded at varying discounts to its net asset value amid concerns about the private credit sector.

Market cap: $493m
Dividend yield: 0.0%
52-week range: $1.40 to $1.98

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Metrics Income Opportunities Trust (ASX:MOT)?

Fund managers including Phoenix Growth Fund have invested in Metrics Income Opportunities Trust (ASX:MOT).

What opportunities or catalysts do fund managers highlight for Metrics Income Opportunities Trust?

Phoenix highlights MOT's discount to net asset value and attractive monthly income from its private credit portfolio.

What are the key risks to the Metrics Income Opportunities Trust investment thesis, according to fund managers?

The available commentary does not detail specific risks, though MOT is exposed to private credit sentiment, credit losses and its discount to net asset value.

What does Metrics Income Opportunities Trust (ASX:MOT) do?

Metrics Income Opportunities Trust is an early-stage company providing exposure to a portfolio of private credit investments. Its investment objective is to deliver monthly cash income, preserve investor capital, and manage investment risk. The trust also seeks potential upside through investments in private credit and other assets, including warrants, options, preference shares, and equity. It is headquartered in Sydney, Australia.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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