Westboro Mortgage Investment Fund Surpasses $500M in Assets Under Management and Earns Industry Recognition
OTTAWA, Ontario, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Westboro Mortgage Investment Fund announced today that, as of September 30, 2025, it has surpassed $500 million in Assets Under Management (AUM), marking a significant milestone in the fund’s growth. The portfolio currently consists of 1,097 residential mortgages across Ontario, with an average mortgage value of $459,000. The Fund’s 12-month rolling compounded ROI for F-Class units is 10.11%.
In addition to reaching this key milestone, the Westboro Mortgage Investment Fund has been recognized as a 2025 Top Contender in the Mortgage Category at the prestigious Canadian Hedge Fund Awards, with winners to be announced on October 28, 2025.
“This year has certainly been a challenge in the Canadian real estate market. I am proud of the team that helped us achieve this milestone,” said Derek Serra, President of Westboro Management Limited. “Our hands-on portfolio management and disciplined underwriting approach along with our experienced team have enabled us to continue delivering strong, risk-adjusted returns to our investors. We are grateful for both our investors and brokers, who have supported our conservative and disciplined strategy for the past 22 years. A reminder that the fund remains open for new investor capital.”
About Westboro Mortgage Investment Fund
The Fund manages a diversified portfolio of short-term residential mortgages in Ontario. Over 90% of the mortgages are in 1st position. The primary objective of the fund is to provide investors with a consistent and stable risk adjusted return for their investment portfolio. https://westboromic.com/fund-performance/
FORWARD-LOOKING STATEMENTS
This news release contains forward-looking statements within the meaning of applicable securities laws including, among others, our objectives, our strategies to achieve those objectives, our performance, our mortgage portfolio, and our distributions, as well as statements with respect to management’s beliefs, estimates, and intentions, and similar statements concerning anticipated future events, results, circumstances, performance, or expectations that are not historical facts. Forward-looking statements generally can be identified by using forward-looking terminology such as “outlook”, “objective”, “may”, “will”, “expect”, “intent”, “estimate”, “anticipate”, “believe”, “should”, “plans” or “continue” or similar expressions suggesting future outcomes or events. Such forward-looking statements reflect management’s current beliefs and are based on information currently available to management.
These statements are not guarantees of future performance and are based on our estimates and assumptions that are subject to risks and uncertainties, including those described in our Offering Memorandum under “Risk Factors” (a copy of which can be obtained at https://westboromic.com/fund-performance/).
Those risks and uncertainties include, among others, risks associated with public health crisis; liquidity; dependence on the Fund manager and the mortgage broker; potential conflicts of interest; no guaranteed return; credit risk; interest rate risk; environmental matters associated with our business; availability of investments; borrowing; limited sources of borrowing; risks related to the renewal of mortgages comprising our investment portfolio; risks related to the composition of our investment portfolio; reliance on borrowers; litigation risks; ability to manage growth; change in legislation; cyber risk; and qualification as a mortgage investment fund. Readers are cautioned that the foregoing list is not exhaustive. Although the forward-looking information contained in this news release is based upon what management believes are reasonable assumptions, there can be no assurance that actual results and performance will be consistent with these forward-looking statements.
All forward-looking statements in this news release are qualified by these cautionary statements. Except as required by applicable law, the Corporation undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.
Scott Roberts Vice-President Sales – Funds Westboro Mortgage Investment Corp. 267 Richmond Road, 2nd Floor | Ottawa, ON K1Z 6X3 Email sroberts@westboromic.com
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