Looking to earn solid returns while making a positive impact?
Our investors do.
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 fundgrowth@merx.co.nz.
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
Stay informed, stay ahead. Join our community of savvy investors with our no-nonsense monthly Merx Investor Intel. Subscribe today.
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.
40.47
%
Returns Since Inception
As at 31 August 2024. 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.
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.
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