The Income Generator objective is to deliver a steady attractive income return backed by solid retirement village assets

What return can I expect?

The Income Generator targeted distribution rate has been set by the Directors at a rate of 6% pre-tax (per annum).
 

The Manager (Senior Trust Management Limited) of the Income Generator has a long history of delivering investors steady attractive returns by entering into committed contracts for loans to selected retirement villages and aged care facilities.

 

The Manager intends to maintain the history of superior returns by paying a pay a consistent, reliable and attractive return to our Shareholders. Distributions are paid quarterly.

Invest in the booming retirement village sector.
6.0
%
p.a.
Targeted, pre-tax distribution rate, paid quarterly.

Aggregated Income earned on $10,000

The chart below shows the aggregated income earned if $10,000 was invested in the prior fund managed by the Manager over the past 4 1/2 years period to September 2020. The pre-tax earnings of $2,894, equates to an average annualized return of 6.43% per annum. Past performance is not a guarantee of future returns. However, we are committed to maintaining this successful track record and have fixed the interest rates on the loans accordingly .

How do I get my money back?

The Income Generator is a continuous offer with no maturity date.  We understand that many of our investors have been investing in the retirement sector for a long period of time and are at a stage of life when they need to have a degree of flexibility to cater for future events. 

The Income Generator intends to meet our investors need for flexibility by offering a means of exit for investors who have a change of circumstance and need to cash in some or all of their investment. A funded buy-back arrangement with the Manager has been put in place whereby the Manager can offer to buy back Shares from Shareholders wishing to cash out. This arrangement has the objective of providing an easy efficient withdrawal mechanism for investors who provide the requisite notice. 

This not a guaranteed buyback for all shares on offer but is intended to be an orderly efficient mechanism for those investors who have a change of circumstance. We are seeking investors who want a steady income and stable capital value throughout a medium-term investment. To encourage investment for the medium term, fees will be charged on Shares bought back in the first two years of investment.  Further information can be found in the Product Disclosure Statement.

Our track record of success

17 Retirement Villages Nationwide

 

For the past 10 years the Senior Trust management team have been delivering steady attractive returns from solid Retirement Village assets.

Strong growth in the retirement village industry

The factors that in our view make lending to the retirement village and aged care sector attractive for the Fund:

  • Grey Tsunami - baby boom at the end of the Second World War. In 2016, the first of these post-war baby boomers turn 70.

  • Growing popularity of retirement village living.

  • Retirement Village living is an attractive way for seniors to cash up the Family Home. 

  • The industry is orderly, well regulated and provides a quality lifestyle for retirees.

  • Senior New Zealander's are becoming more aware of the need for security, care facilities and opportunities for socialization.

DSC_9377.jpg

Almost 18,000 new retirement village units needed in less than 10 years for an ageing population. 

JLL Retirement Village Market Forecast as reported by Stuff 9th July 2020

RECEIVE YOUR FREE 
INFORMATION PACK TODAY

Please send an information pack by:

Contact Us

0800 609 600

Physical Address

Block J, 44 Constellation Drive

Rosedale, 
Auckland, 0632

Postal Address

Attention: John Jackson
PO Box 113120
Newmarket, Auckland

It is important to note when investing that past performance is no guarantee of future performance. A minimum subscription of $1,000 applies. Applications will only be received on the application form supplied with the Product Disclosure Statement. Please ensure you read the Product Disclosure Statement prior to investing. It is important to note that our dividend distribution policy is set at the discretion of the directors and is not a fixed rate of return. Note that payment of dividends is not guaranteed.

Copyright © Senior Trust. All rights reserved.