Specialist lenders, to the premium retirement village sector. Strong track record of returns and share stability.
Despite a decade of significant growth, retirement villages are still struggling to meet demand
from an ageing population. Since 1999, our team have been instrumental in funding the building
and expansion of quality retirement villages throughout New Zealand. Investment is secured by solid, retirement village assets.
Watch: Our investment portfolio - premium villages, sought after locations
Worried about the increase in scam activity?
The responsibility of managing your investment and protecting your capital is our top priority. We are focused on cyber-security, you can reference our credentials here:
We are an issuer of security in accordance with the Financial Markets Conduct Act.
The application form contained within our Product Disclosure Statement, specifies our New Zealand bank and account details.
Our audited
Financial Statements can be viewed at:
View Statements
Your investment will be held in an online secure portal,
protected by your own personal password.
A track record of delivering attractive returns to investors
We intend to maintain the history of superior returns and deliver regular PIE taxed quarterly income distributions to investors, as illustrated in the graph below.
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Specialist connections
Leveraging our specific network built up over two decades, in an orderly, well-regulated sector, provides a quality lifestyle for retirees.
Efficient structure
We run a tight ship focused on investor returns – fixed, low overheads and a tax-efficient PIE fund structure.
Diverse portfolio
Quality senior housing nationwide, selected using stringent criteria. Helping to alleviate shortages and keeping families together.
Service excellence
An experienced agile team delivering 24/7 service. Clear, regular communication, attuned to the specific needs of senior investors.
"I have been an investor with Senior Trust for many years. I recently needed money urgently to buy a car and was able to do so quickly and efficiently using the Income Generator buy back facility."
David, Horowhenua
When investing, 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 (PDS).
Please read the PDS before investing. Note that the definition of "Retirement Village" used in the PDS is wider than a village which is registered under the Retirement Villages Act and includes other types of residential accommodation for persons above a defined age. The latest information about our current loans is set out in the ‘Table of Loans’ document on the Disclose Register.
The current targeted distribution rate is 8% (pre-tax) per annum. Our distribution policy is set at the discretion of the directors and is not a fixed rate of return. Payment of distributions is not guaranteed. We recommend you seek financial advice relevant to your circumstances.
SENIOR TRUST RETIREMENT VILLAGE INCOME GENERATOR LIMITED
Registered Office:
Level 1, 20 Beaumont Street, Freemans Bay, Auckland, 1010
Postal Address:
John Jackson PO Box 113120, Newmarket, Auckland, 1149
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