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High interest / safer investments

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Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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Question asked 22/11/2024

High interest / safer investments

Hi guys, 2nd question from me this week. Do you have any views on private equity firms such as La Trobe /Pimco and the likes? Or even any listed income funds which are stable? I've only just started looking yesterday so haven't done to much research yet, but thought I would ask the question for some ideas. Regards, Simon

Answer

Hi Simon,

The listed vehicles we like are: Perpetual Credit Income Trust (PCI) & Metrics Credit (MXT), though note, these are not private equity firms (nor are La Trobe or Pimco). These are managers of fixed income or private credit portfolios.

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