Investment Ratings Reports

SocietyOne Personal Loans Trust

SocietyOne Australia Pty Ltd (SocietyOne) launched its peer-to- peer digital lending platform in 2012, the first of its kind in Australia and the first to offer risk-based pricing. Over the last eight years, SocietyOne has partnered with various bank and media...

MAXCAP CRE Debt Fund 3

The MaxCap CRE Debt Fund 3 (MCDF3, the Fund) is managed by MaxCap Investment Management P/L (the Manager), a subsidiary of MaxCap Group P/L, an Australasian specialist commercial real estate (CRE) investment manager. The Manager is highly experienced, having...

MaxCap Group Pty Ltd

Foresight Analytics has upgraded its Operational Capability Assessment for MaxCap Group Pty Ltd (MaxCap) from ‘Strong’ to ‘Very Strong’. This has been driven by the further track record of very strong financial performance since the 2017 restructure of shareholdings...

La Trobe Financial Asset Management Limited

Foresight Analytics has maintained its operational Capability Assessment (OCA) of La Trobe Financial Asset Management Limited (LFAM), in its role as the Responsible Entity for the La Trobe Australian Credit Fund (the Fund), at ‘Superior’. This reflects the ongoing...

Trilogy Enhanced Income Fund

The Trilogy Enhanced Income Fund (the Fund) is an open-ended, registered investment scheme, which was established in November 2016. The underlying investments are targeted at 65% for cash, cash-style investments, and other financial assets, including underlying...

Trilogy Monthly Income Fund

The Trilogy Monthly Income Trust (the Trust) is a pooled mortgage trust which was established in February 2007. The underlying investments are loans secured by first mortgages over property development, construction, and refinancing of completed stock. The team at...

MAXCAP First Mortgage Construction Fund

The MaxCap First Mortgage Construction Fund (MFMC, the Fund) is managed by MaxCap Investment Management P/L (the Manager), a subsidiary of MaxCap Group P/L, a Melbourne-based specialist commercial real estate (CRE) investment manager. The Manager is highly...

MCP Master Income Trust (MXT)

The MCP Master Income Trust (MXT or the Trust) is an ASX listed investment trust investing in the Australian corporate loan market. The characteristics of the investment are very low capital volatility, regular monthly income flow, and a significant return margin...

Metrics Direct Income Fund

The Metrics Direct Income Fund (the Trust) is a registered Australian unit trust investing in the Australian corporate loan market through investment in Metrics’ wholesale funds. The Trust may also hold units in the listed trust, MCP Master Income Trust (ASX: MXT)....