The Merx Wholesale 1 PIE Trust

Information and Collateral for Investment Advisers

The next opportunity for your wholesale investors?

A debt fund with a difference - we invest alongside our investors - the Merx Wholesale 1 PIE Trust is a distinctive opportunity for wholesale investors. Read on for key features and see below for the Info Pack for Investment Advisers.

Flexible Terms

Investors can opt to regularly withdraw reinvested returns with no Exit Fee, and can redeem units without Exit Fee where six months notice is provided*.

Diversification

Reduced concentration risk through investment in a diverse range of loans to a range of unrelated borrowers and risk profiles.

Aligned Interests

Merx management personally invest alongside investor partners, to at least 5% of Net Asset Value of the Trust.

Tax Efficiency

Using the PIE tax structure, for eligible investors, the fund offers tax advantages and simplified tax compliance.

TARGET 9% to 11% p.a.

Target Net Investor Return (after fees / pre-tax)*. Note: the fund launched in 2022; annual returns will be available from July 2023.

Download Adviser Info Pack
Investors must qualify as Wholesale Investors as that term is defined in sections 3(2)(a) – (c) or 3(3)(a) of Schedule 1 of the Financial Markets Conduct Act 2013 (“FMCA”). The Fund is not suitable for retail investors
*Target returns are not guaranteed and are based on a number of assumptions; actual results may differ significantly.

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.

What we invest in

The Merx Wholesale 1 PIE Trust invests in loans to the SME sector, secured by mortgages over local property, and security over business assets.

Secured Investments

Investment is backed by security over local business and / or property assets.

Diversification

The Merx Wholesale 1 PIE Fund invests in secured loans to business owners and property professionals across a diverse range of unrelated business and property development borrowers and risk profiles. This diversification reduces concentration risk and the impact of any single under performing loan on the overall portfolio.

We invest alongside our investors

Our interests as fund managers are directly aligned with those who invest with us. We have the same risks and potential returns as our investors, and are committed to making decisions in the interests of all parties.

Tax efficiency to maximise net returns

The Trust seeks to maintain PIE tax compliant status, which offers a more tax efficient structure for many of our investor partners.

Flexible entry and exit

We’re committed to long term partnerships with our investors, but appreciate that circumstances can change: The fund structure offers flexibility in withdrawal of re-invested returns and redemption of units.
For detailed information on the above summary and more, download the
Investment Adviser Info Pack here.

Investment strategy and portfolio

Smart, secure loans to business owners and property professionals, managing concentration risk effectively thanks to:

  • The Merx Wholesale 1 PIE Trust invests in loans to the NZ SME sector, secured by mortgages over NZ property, and security over business assets.
  • The Fund maintains a diverse range of unrelated business and property development borrowers and risk profiles to reduce concentration risk and offer strong, stable returns.
  • Portfolio strategy supports liquidity: multiple loans repaying and being funded at different times gives investors flexibility in investment withdrawal.

Learn More

about this interesting opportunity for your wholesale investor clients – including the portfolio strategy, investment structure and experienced team behind it.

Learn More

about this interesting opportunity for your wholesale investor clients – including the portfolio strategy, investment structure and experienced team behind it.

The Merx Management Team

The Merx Wholesale 1 PIE Trust emerges from our decade-long journey in non-bank business and property lending: the Merx management team each have 20 years commercial and professional experience in banking, finance and law.

Brett Martelli

An experienced lawyer, over the past 21 years Brett has worked as a solicitor for large firms in Sydney, London and Auckland. Read more.

Andrew Dunning

Founder of Merx, Andrew is a highly experienced business lender with 20 years experienced in the finance sector. Read more.

Garrick Wynne

As a director at Merx, Garrick aims to create lasting relationships and empower financial growth for entrepreneurs and wholesale investors. Read more.

  • Investor Brochure
Get the detail – fund description, management, fees, risks and more. Request the Merx Wholesale 1 PIE Trust Investor Brochure here.
REQUEST
  • Investor Application
Request the Merx Wholesale 1 PIE Trust Investor Application form here. Note: the fund is not suitable for retail investors.
REQUEST

We’re here to help. Get in touch today

FINANCE

COMPANY

Subscribe to Our Newsletter

© Merx | All rights reserved | 2024

Adviser Info Pack

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”).

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”).

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”).