Invest In The Retirement Village Sector
For more than 15 years, as specialist lenders to the Retirement Village sector, the Senior Trust management team have been delivering investors steady attractive returns backed by solid Retirement Village assets.
The objectives are to deliver a targeted distribution rate of 6.0%* pre-tax per annum for unit holders. We lend to carefully selected, well located and soundly run retirement villages. Senior Trust limits lending to any one retirement village to a maximum of 60% of the valuation of the village as determined by an independent registered valuation. As the Fund is listed on the NZX Main Board, investors are provided with an efficient means of sale if unit holders circumstances change. Senior Trust Management Ltd (Senior Trust) is licensed under the Financial Markets Conduct Act 2013 as the manager of the Senior Trust Managed Investment Funds. |
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The units in the Senior Trust Retirement Village Listed Fund have been approved for quotation on the NZX Main Board. However, NZX Limited (NZX) accepts no responsibility for any statement in this website. The NZX Main Board is a licensed market operated by NZX, which is a licensed market operator, regulated under the Financial Markets Conduct Act 2013. The minimum subscription is $100 and applications for investment will only be accepted on the form supplied. *The return of capital and the 6.00% p.a. (before tax) targeted distribution rate is not guaranteed. The targeted distribution rate is the estimated net return derived from loans made by the Fund. The target is calculated after making an allowance for the deduction of fixed costs from the predicted interest income flow. The actual distribution rate paid may vary. Please note Senior Trust does not provide financial, investment, tax or any other type of advice. Before making an investment decision you should seek independent, professional, financial and/or legal advice relevant to your circumstances. We strongly recommend you read the Senior Trust Retirement Village Listed Fund Information Memorandum for QFP offer.
