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.

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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 March 2024

The Quarterly Report for the period ending 31 March 2024 is now available. For investor returns, performance commentary and more, download the report by clicking below.

Download Quarterly Fund Performance Update

32.51

%

Returns Since Inception

As at 31 March 2024. 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.

View Historic Returns

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.

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The role of economic cycles in investment

Investor's Journey: Merx Director,
Andrew Dunning

Why diversification matters for 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.

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

When we talk about crafting a long-term investment portfolio, we’re thinking about investing in a balanced mix of assets that can ride out markets’ downturns and still keep moving forward. The keys to achieving this? Diversification, understanding our risk tolerance, and having a clear idea of our investment time horizon. Here are some key lessons we have learned along our investor’s journeys.

Read More

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.
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  • Investor Application
Request the Merx Wholesale 1 PIE Trust Investor Application form here. Note: the fund is not suitable for retail investors.
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Investor Brochure

Important information for investors

Investment in the Trust is open only to wholesale investors as set out in schedule 1, clauses 3(2)(a)-(c) and 3(3)(a) (inclusive), or persons who are otherwise not required to receive disclosure under Part 3, of the Financial Markets Conduct Act 2013 (“FMCA”).

Merx Wholesale 1 PIE Trust Returns

Year 1 actual net return (on company investor portfolio reinvesting)

20.13%

 

Average monthly distribution (annualized)

17.32%

 

Returns since inception

32.51%

As at 31 March 2024. Returns based on an actual company investor account with net returns re-invested monthly. The fund was established 30 June 2022 and made its first investments in September 2022. Past performance is not a guarantee of future performance.

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*Returns are net actual returns distributed to investors (annualized) – net of all fees and costs before tax. The fund was established 30 June 2022 and made its first investments in September 2022. Past performance is not a guarantee of future performance.

Investor Application

Important information for investors

Investment in the Trust is open only to wholesale investors as set out in schedule 1, clauses 3(2)(a)-(c) and 3(3)(a) (inclusive), or persons who are otherwise not required to receive disclosure under Part 3, of the Financial Markets Conduct Act 2013 (“FMCA”).