Merx Wholesale 1 PIE Trust
Investor Insights
Stay informed with Merx Investor Insights, your centralised hub for resources related to the Merx Wholesale 1 PIE Trust.
This collection offers valuable knowledge, updates, and expert perspectives to help you make informed decisions.
Investor Insights
FAQs: Merx Wholesale 1 PIE Trust – Private credit investments
Stability | It’s in the design
Generating investor returns: Our portfolio strategy
Managing risk and return: The Merx Wholesale 1 PIE Fund
Why we contribute exit fees back into the fund
Why we avoid related-party lending
We’re clarifying the rules of the Merx Wholesale 1 PIE Trust
Merx Wholesale 1 PIE Trust: Taking stock of the fund’s first year
Wholesale investor: What does it mean to be one?
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.
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.
- 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.