Our Flagship Fund

MCMIP Commodity Credit Fund SP

A leading provider of private capital to the Commodity Sector in APAC, offering direct access to commodity finance in APAC.

Launched in December 2023, Commodity Credit Fund is our flagship strategy to provide investors direct access to the commodity sector in Tier 1 jurisdiction via secured lending solutions. The Fund captures mispriced credit opportunities, stepping into financing gaps as traditional commodity banks scale back. We focus on investment opportunities in producers of raw materials, traders, refineries, smelters, consumers with established and profitable business operations.

Key Fund Data

Inception Date

December 2023

Capital Deployed

USD 139m*

Return Since Inception

10.25% (annualized) net of fees

Coupon Frequency

Quarterly in USD

*As of August 31, 2026

Highlight of the Fund

Stable & Uncorrelated Returns

The Fund has generated an annualized net performance of 10.25% (Class M) for LPs since inception in December 2023.

Secured Underlying Asset

Senior secured loans to Tier 1 commodity producers and trading houses.

Quarterly Dividends

Consistent quarterly cycle of distributions, subscriptions, and redemptions.

Experienced Investment Team

The Fund is managed by a team of professionals with 60+ years of combined experience and a wealth of commodity expertise.

Deal Partnership

The Fund has partnered with top tier companies in the commodity sector on deal sourcing, execution and portfolio management.

Performance

16.00%
14.00%
12.00%
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%
11.35%
10%
1Q24
12.61%
11.12%
2Q24
13.04%
11.51%
3Q24
12.67%
11.18%
4Q24
11.97%
10.54%
1Q25
8.39%
7.34%
2Q25
11.36%
10%
3Q25
11.52%
10.14%
4Q25
11.37%
10%
1Q26
12.16%
10.72%
2Q26
12.16%
10.72%
2Q26
11.37%
10%
1Q26
11.52%
10.14%
4Q25
11.36%
10%
3Q25
8.39%
7.34%
2Q25
11.97%
10.54%
1Q25
12.67%
11.18%
4Q24
13.04%
11.51%
3Q24
12.61%
11.12%
2Q24
11.35%
10%
1Q24
Gross Return %
Net Return %
Annualized Net Mean Return % (Class M): 10.25

Portfolio Managers

Daniel Rose

Group CEO
CIO of MCMIP
Commodity Credit Fund

View Bio

Il Yong Jung

Advisory Partner

View Bio

Timothy Knight

External Partner

View Bio