Merx Wholesale 1 PIE Trust

Thank you for your application.

We appreciate your interest in investing with us. Your application has been successfully submitted and is currently under review.

What Happens Next?

  1. Our team will review your application to ensure all required information is complete.
  2. If we need any additional information, we’ll be in touch. Also, please keep in eye out in your inbox for the Identity Verification Documents from First AML.
  3. Once your application is processed, we’ll notify you about the next steps to finalise your investment.

In the meantime, you’ll also receive our monthly investor updates straight to your inbox, keeping you informed on fund performance and insights.

If you have any questions in the meantime, feel free to reach out to us at [email protected].

Comments from Merx Investors

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

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.

Building an investment portfolio for the long term

Investor's Journey: Merx Director,
Andrew Dunning

The role of economic cycles in investment