Looking to earn solid returns while making a positive impact?

Investor Knowledge

Looking to earn solid returns while making a positive impact?

Wholesale 1 PIE Trust Returns

As at May 31, 2025

54.78

%

Total Cumulative Return Since Inception is the compounded monthly, distributions after deductions for all charges before tax (Investor PIR = 0%) since the establishment of this fund. Returns are re-invested in this scenario (time-weighted return). Past performance is not a guarantee of future performance. The fund was established 30 June 2022 and made its first investments in September 2022.

10 Aug

Backing Kiwi ambition with every loan — see how the Merx Wholesale 1 PIE Trust delivers solid returns and real impact for its growing investor base.

Author

Andrew
Dunning

The Merx Wholesale 1 PIE Trust is a Private Credit Fund that invests in loans to a portfolio of unrelated borrowers in the business and property sectors. Our investors, which includes the Fund Managers, support ambitious Kiwis with strong plans to achieve their goals.

Now in our third year, the Merx Wholesale 1 PIE Trust has a growing investor base and a proven track record of delivering solid results in this niche of the New Zealand credit market. For the latest returns and insights, check out the June 2024 quarterly report here.

Are you:

Intrigued by the principle of ‘aligned interests’ where Fund Managers have skin in the game?
Seeking a better yield on your private credit investments?
Interested in earning solid returns while helping the New Zealand business and property sectors succeed?

Then talk to Merx. Learn more about the Merx Wholesale 1 PIE Trust here or get in touch at 09 215 9364 or [email protected].

Be curious

We welcome you to review some of our recent Investor updates below. Curiosity is an investor’s friend. Asking questions — big and small — is part of being savvy about where you choose to put your investment dollars. We get great questions from our investors. Responses to common questions are outlined here:

Are your loans secured? – Securing our investments | Being ‘Allergic’ to Losses Matters
How do you generate these returns? – Generating Investor Returns | Our Portfolio Strategy
How safe is this investment? – Managing Risk & Return | Safeguarding Investor Interests
Aren’t these loans risky? Do you experience a lot of losses? – Learning From Losses | Taking a Cautious Approach to Risk

Merx Investor Intel

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Note: This article is intended to provide general information and does not constitute financial advice. We recommend you speak with a financial adviser for advice tailored to your individual circumstances. Potential investors with Merx 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 (“FMCA”). The Trust is not suitable for retail investors.