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.
Returns Since Inception
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.