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?
Role of economic cycles in investment decision making
Building an investment portfolio
Client Success
Client Success: Funding that drives growth
Client Success: Bringing a property project to life
Investing in business and property success
Supporting growth with purpose-fit finance
Investor Journey
Investor Journey | Brett Martelli
Investor Journey | Garrick Wynne
Investor Journey | Andrew Dunning
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.
Building an investment portfolio for the long term
Investor’s Journey: Merx Director,
Andrew Dunning
The role of economic cycles in investment
- Investor Brochure
Get the detail – fund description, management, fees, risks and more. Request the Merx Wholesale 1 PIE Trust Investor Brochure here.
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- Investor Application
Request the Merx Wholesale 1 PIE Trust Investor Application form here. Note: the fund is not suitable for retail investors.
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