Passive Investing
for Australians

  • Delivered a 5.96% p.a.* return in the June 2022 quarter
  • Earn passive income via quarterly distributions
  • Expertly managed Pooled Mortgage Fund
We do the hard work so you won't have to. A true 'set-and-forget' passive investment opportunity. Learn more.

*Capital at risk. Returns not guaranteed. Listed returns are in respect to our Wholesale Fund and are net of fees. Past performance does not indicate future returns.

Invest in Australia's Leading Mortgage Fund

When you invest in APG's Pooled Mortgage Fund you are investing in a portfolio of short-term business loans that are secured by Australian real-estate and managed by a team of experienced mortgage managers. We conduct extensive due diligence on the borrowers and manage the loans from start to finish so you can sit back and relax and wait for your quarterly distribution. These are actively managed funds by our team of experts so you can enjoy the benefits of a truly passive investment. Get in touch to find out how you can get started with Active Property Group’s mortgage investments.

Latest Investment Opportunities


Listed below are examples of loans we are looking to fund via the Pooled Mortgage Fund, or those that have been funded or repaid. The loans are all short-term business loans that are secured by Australian real estate.
August 12, 2022

Smiths Gully, VIC – 11.54% Commercial Purchase

The purpose of this loan is to complete the purchase of a mixed use property. Security includes two investment properties in VIC.
LVR TERM TARGET RETURN SECURITY
66.67% 6 months 11.54% p.a. 1st Mortgage
August 4, 2022

Bridgewater, TAS – 7.94% p.a. Business Cashflow

The purpose of this loan is to provide additional business cashflow for a warehouse and storage building in Bridgewater, TAS.
LVR TERM TARGET RETURN SECURITY
21.33% 27 months 7.94% p.a. 1st Mortgage
July 27, 2022

Legana, TAS – 7.87% p.a. Subdivision/Construction

The purpose of this loan is to refinance current loans and for land subdivision of a residential development site in Legana, TAS.
LVR TERM TARGET RETURN SECURITY
48.30% 27 months 7.87% p.a. 1st Mortgage
July 21, 2022

Kyneton, VIC – 7.50% p.a. Property Refinance

The purpose of this loan is to refinance an existing loan. Security includes two investment properties in Kyneton, VIC.
LVR TERM TARGET RETURN SECURITY
56.73% 9 months 7.50% p.a. 1st Mortgage
June 29, 2022

Multiple Locations, VIC – 13.62% p.a. Property Purchase

The purpose of this loan is to complete the purchase of a residential property in VIC. Security includes three separate properties.
LVR TERM TARGET RETURN SECURITY
69.36% 12 months 13.62% p.a. 2nd Mortgage
June 15, 2022

Belgrave, VIC – 5.95% p.a. Restaurant Purchase

The purpose of this loan is to refinance an existing loan and to purchase a Restaurant Business in Gembrook, VIC.
LVR TERM TARGET RETURN SECURITY
32.47% 9 months 5.95% p.a. 1st Mortgage

SIT BACK AND ENJOY OUR PASSIVE INVESTMENT OPPORTUNITIES


Learn how to get started

What am I investing in?

The Pooled Mortgage Fund funds Registered First and Second Mortgages that are secured by Australian property with conservative Loan-to-Value Ratios - we typically lend less than 75% of property value. Investors in the Pooled Mortgage Fund have their funds diversified across a portfolio of loans looked after by the experienced team at the Mortgage Manager, Private Mortgages Australia, who conduct extensive due diligence before settling any loans.

Who can invest?

We are able to accept all investors whether they are a Retail or Wholesale Investor (see below for explanation). We can also accept investments from individual investors, self-managed super funds, trusts and companies.

(for Wholesale Investors)

(for Retail Investors - Target Market Determination)

Pooled Mortgage Fund details:

Return5.96% p.a.* return in June 2022
Minimum Investment$10,000 (Retail) $25,000 (Wholesale)
FeesAll returns listed are net of fees excl. a 0.5% p.a. fee charged to Retail investors.
DistributionsQuarterly
RedemptionsQuarterly (pending liquidity)
Minimum TermNone

Note: *Capital at risk. Returns not guaranteed. Listed returns are in respect to our Wholesale Fund and are net of fees. Past performance does not indicate future returns.

Am I a Wholesale or Retail Investor?

1Wholesale Investor
1. A person or entity who initially invests at least $500,000 or

2. A person or entity that has obtained an accountant’s certificate within the preceding six months stating that they:

a) have net assets of at least $2.5 million, or
b) have a gross income of $250,000 p.a. for each of the last two financial years.
2Retail Investor
Anyone else who doesn't fall within the Wholesale classification above.

Historical Performance

Please keep in mind that past performance does not indicate future performance. All returns listed are net of fees other than a 0.5% p.a. fee charged to Retail investors.

June 20225.96% p.a.
March 20226.91% p.a.
December 20217.24% p.a.
September 20216.58% p.a.

Why Choose APG

 

  • We have an experienced team dedicated to delivering the best results for our investors.
  • Our directors are invested in the fund – we have skin in the game.
  • Our Mortgage Managers conduct extensive due diligence on every loan opportunity.
  • Every loan is secured by Australian real estate.
  • We deliver real service to our investors – we’re here to help however we can.
  • A large number of our investors have been with us for many years and reinvested with us.

Download our Investor Pack to find out more about APG, what to expect when investing in our Pooled Mortgage Fund and how to get started.

 

Have more questions?


Get in touch with us today and we'll gladly answer any queries you may have.