Creating income for life.
Investing with Merx
To secure your retirement aspirations; to grow wealth and income to live life how you choose. Complement your diversified portfolio with the Merx Wholesale 1 PIE Trust, designed for investors by investors.
Investors must qualify as Wholesale Investors as that term is defined in sections 3(211a) – (c) or 313(a) of Schedule 1 of the Financial Markets Conduct Act (“FMCA”). The fund is not suitable for retail investors.
Investor Update
Merx Wholesale 1 Pie Trust | Debt Fund Performance Update 31 December 2024
The Quarterly Report for the period ending 31 December 2024 is now available. For investor returns, performance commentary and more, download the report by clicking below.
47.63
%
Returns Since Inception
As at January 31, 2025
Returns based on an actual company investor account with net returns re-invested monthly. Past performance is not a guarantee of future performance. The fund was established 30 June 2022 and made its first investments in September 2022.
Investing alongside our investors. Built for stable returns.
The Merx Wholesale 1 PIE Trust invests in loans to unrelated borrowers in the SME and property development sectors.
Alignment of interests is our core principle. Merx management is personally invested in the fund, with investments backed by security against local business and property assets.
PIE tax compliant and structured as a unit trust, the fund allows eligible investors to keep more of their investment returns while providing flexibility, liquidity, and reduced concentration risk.
Aligned Interests
Aligned interests is a core principle of the Merx Wholesale 1 PIE Fund. As the Trust’s management team, we personally invest alongside our investor partners. We have the same risks and potential returns as our investors.
Aligned Interests
Aligned interests is a core principle of the Merx Wholesale 1 PIE Fund. As the Trust’s management team, we personally invest alongside our investor partners. We have the same risks and potential returns as our investors.
Why Invest with Merx
Active management of the portfolio
The management team are experienced and active investors in this space.
Secured Investments
Your investment is backed by security against local business and property assets.
Diversification
As a result of pooling of investment funds and the Investment Policy in place, investment risk is spread across various borrowers and securities which will provide the investor a more diversified exposure to loan investments than making an investment in an individual direct loan.
Manager has “skin in the game”
Commitment from Key People to hold a minimum level of investment personally, which keeps their interest aligned to the interests of the investors. This investments ranks alongside you as an investor.
Efficiency in pooling investments funds and scale
Through this vehicle, you gain access to a broader pool of loan opportunities and an efficient, professional management structure. More opportunity and professional management.
PIE Tax compliant
PIE Tax compliant
The Trust seeks to maintain PIE tax compliant status which provides a more tax efficient structure for investors.
Building an investment portfolio for the long term
Why Invest with Merx
I have enjoyed investing with Merx and learnt a lot through the process too. Merx have been very transparent with what they do and the communication has been consistent. Wouldn’t be a testimonial without mentioning the returns too, thanks for those. Looking forward to being a part of the journey for years to come
Luke
There's a lot to be said for a fund where the managers invest alongside their investors. It's a real partnership where the interests of investors are prioritised. The returns to date have been great, the unit structure gives me the flexibility I want, and I've been really impressed with the communication.
Aaron
I've been impressed by how Merx looks after their investors - from how the fund is structured for redemption, reinvestment, and tax efficiency - to the communication and care in understanding my investment goals. It makes a difference - investing alongside managers who are also invested in the fund.
John
- Investor Brochure
Get the detail – fund description, management, fees, risks and more. Request the Merx Wholesale 1 PIE Trust Investor Brochure here.
- Investor Application
Request the Merx Wholesale 1 PIE Trust Investor Application form here. Note: the fund is not suitable for retail investors.