Who Are Senior Trust?
Since 2001 members of Senior Trust’s management team has been associated with funding retirement villages throughout New Zealand. Senior Trust's management team includes both the Senior Trust Management team and the Senior Trust Capital team, who provide services under a Management Services Agreement. This enables our investors to benefit from a depth of expertise and specialist industry knowledge.
In 2008 members of our management team were instrumental in the establishment of Portfolio A, the first of 5 unit trusts issued by Senior Trust and its predecessor, Vanguard Investment Management Limited.
Our strategy is simple: lending 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.
Our conservative approach to lending and our sole focus as a specialist investor to the retirement village industry has consistently maintained the commitment to investors.
"Over the past two decades of personal involvement in the industry, the most satisfying aspect has been the ability to meet the expectations of our investors".
In addition to steady returns, there is a peace of mind that comes from supporting quality housing solutions for senior New Zealanders.
Senior Trust Management Limited is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes to manage the Senior Trust Retirement Village Listed Fund and the Senior Trust Retirement Village Fund .
The team at Senior Trust is committed to providing you, as an investor in our fund, with regular quarterly distributions.