Investor Story: Jacob and Sheree Horton

Strong, lasting relationships are at PMG’s core and we pride ourselves on the trust we’ve developed with investors over the last 30 years. For the Horton family, a referral from a trusted neighbour secured their decision to invest with PMG.

Jacob and Sheree Horton are proud Bay of Plenty locals. For the last 14 years, they’ve owned a dairy farm in the heart of the region at Pongakawa. For the Hortons, ensuring the farm runs smoothly, supporting their employees and managing stock is top of mind.

“Over many years we had invested almost entirely into Dairy farming and were at a stage of considering either growing our farming business or investing in something else,” says Jacob.

“It was a passing encounter back in 2017 with our neighbour, Craig, a friend of many years who mentioned his investments in commercial property through PMG’s managed funds, and that sparked our interest.”

After a few more over-the-fence conversations and plenty of research, Jacob and Sheree plucked up the courage and made a considerable investment in PMG Pacific Property Fund Limited (PPF).

Diversified investment

“We were cautious about investing off the farm, but we soon started to see the benefits of our investment in the Fund and what to expect. This compelled us to increase our investment with the PPF fund over time,” says Jacob.

Jacob and Sheree also took the opportunity to make a significant investment in the PMG Generation Fund when it launched in 2020.

“We have found the consistent and reliable returns from our investment in PMG funds to be totally dependable in comparison to farming, which can vary considerably from year to year,” says Jacob.

“We have total confidence in the management of the PMG commercial property funds we are invested in. Virtually none of our time or energy is required to manage this investment yet it gives us our largest source of income. We also find further comfort in the diversity of properties and spread across sectors and regions that the investment offers.

Financial confidence

“The returns and capital growth from our investment in the funds give us the financial confidence to enjoy a more relaxed lifestyle than a large farming business with all its risks and hassles could offer.

“We have the time and tools to do more of what we enjoy other than working. This includes time off the farm at the beach with the family or enjoying outdoor activities like mountain biking, motorcycles and water sports.

“With our advice, our eldest son has also invested his savings in PMG Generation Fund to start his own investment portfolio.”

Long-term growth

Matt McHardy, General Manager Investor Relationships has been pleased to support Jacob and Sheree throughout their investment journey at PMG and to see the returns on their portfolio.

“At PMG, we want to support our investors throughout their investment decisions, help them feel secure and build their trust in us to grow their wealth and financial freedom,” says Matt.

“Since the start of their investment with PMG in 2017, Jacob and Sheree’s portfolio has paid them an average of 6.31 per cent cash and provided them with an average 15.18 per cent unrealised capital growth.

“We’re proud to have partnered with Jacob and Sheree over the last five years and we look forward to helping them succeed in the years ahead.”

Disclaimer: The information in this testimonial reflects the opinion of the specific investor and does not necessarily reflect the opinion of PMG. It is of a general nature and was current as at June 2023. It is not intended to be regulated financial advice for the purpose of the Financial Markets Conduct Act 2013, and does not take your individual circumstances and financial situation into account. PMG does not provide financial advice. Please seek advice from a licensed financial advice provider before making any investment decisions.

Meet your investor relationships team

With a range of investment funds to suit New Zealanders of all ages and stages, it's easier than you may think to invest. Give one of our knowledgeable pmg Investor Relationships Managers a call for a no-obligation chat, or visit our FAQ page.

Matt McHardy
Matt McHardy

General Manager Investor Relationships


Rory Diver
Rory Diver

Investor Relationships Manager


Ben Cant
Ben Cant

Investor Relationships Manager


Kay Karl
Kay Karl

Investor Relationships Support


4 steps to investing with pmg

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1. Reach out

To start investing with PMG, register your contact details via phone or email. Alternatively, make an enquiry via our contact form and we’ll have someone from our Investment Relationships Team meet you.

Watch PMG’s history video to learn more about our approach to commercial property investments, along with the five funds within the company. We encourage you to speak with a friend or family member who knows us, and we also recommend you chat with a Financial Advice Provider for specific advice to suit your unique situation.

Look through our current investment offers to find the right PMG fund to suit you. After downloading, carefully review the associated Product Disclosure Statement(s) for the offer(s) you’re interested in. Investing with us is straightforward – either apply online using our secure and confidential investor portal, via the printable form on each fund page, or reach out to your local PMG office to fill out the relevant paperwork.

Our lines of communication are always open. If you have any questions, reach out to your local PMG Investor Relationships Manager. Whether it’s a general catch up or discussion around the latest developments with your investment, we’re here to help.

Get started today