Our annual APG Investor Survey is one of the most important tools we use to identify what investors are looking for from a funds management company and what they find attractive about investment attributes. We also ask respondents to rate us in various areas to ensure we are meeting your expectations and identifying areas where we can improve.
What’s Most Important?
In our most recent Investor Survey we asked investors what was most important to them when selecting a fund manager and the most popular responses were:
- High Returns
- Good Reputation
- Management Team ‘Skin-in-the-Game’
- Trustworthiness
Earn Passive Income With Our Pooled Mortgage Fund
Quarterly distributions
Minimum investment from just $10K
No lock-in investment term
All of these responses are things that APG believes we deliver on, however, we don’t want to rest on our laurels so we’ll be using the feedback to look even closer at our offering to ensure we’re the absolute best at delivering in these areas.
Going Above
While our returns over the last 12 months have remained competitive, we believe we can improve our performance even further. One way we’re looking to do this is to introduce more second mortgages to the portfolio.
At the moment second mortgages make up only 5% of the portfolio, however, we have scope to be able to increase this number to 25%. By adding some well-selected second mortgages to the portfolio we can increase the returns to investors while still preserving our conservative lending practices and investor capital.
On top of this we’re also looking at other opportunities for increasing the returns on any lazy cash that we have (i.e a large repayment that won’t be lent out immediately). Again, the security of our investors’ funds will remain a top priority as we look at various possibilities.
Unwavering Trust and Professionalism
One of the most rewarding aspects of this year’s results is the high level of satisfaction regarding our team’s performance.
- 97% of respondents rated the professionalism and customer service of the APG team as “Excellent” or “Good.”
- 98% of investors expressed high satisfaction with our email and phone support.
We understand that in private mortgage investing, knowing exactly who is looking after your funds, where your money is and how it is being managed is paramount. We remain committed to providing the absolute best customer service and support we can.
Listening and Improving
While we received overwhelmingly positive responses in all areas, there were some where we received a few responses that gave us a ‘moderate’ rating including our application process, document collection and investor portal. We understand how important simplicity is to investors and we’ll be looking to implement changes to improve these areas of our offering as soon as possible.
Thank You
We would like to extend a sincere thank you to everyone who took the time to participate in the 2026 Investor Survey. Your insights are invaluable as we strive to continually refine our Pooled Mortgage Fund and our overall service standards.
If you have any questions about the survey results or our current investment opportunities, please don’t hesitate to reach out to our Investor Relations team.
Interested in learning more? Book a Call with our Team
If you have any questions about investing in private mortgages then please send us a message via our Contact Page.
