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.
Annual Report 2023 - A year of measured growth
We are pleased to report a year of significant growth which has enabled us to increase our return to Shareholders. Review our 2023 Annual Report:
Watch: Our investment portfolio - premium villages, sought after locations
As the sector specialist, the management team has been funding premium retirement villages throughout New Zealand since 1999. Our investors benefit from our specialist industry knowledge, depth of expertise and that of our established network over the past 20 years.
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.
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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Leveraging our specific network built up over two decades, in an orderly, well-regulated sector, provides a quality lifestyle for retirees.
We run a tight ship focused on investor returns – fixed, low overheads and a tax-efficient PIE fund structure.
Quality senior housing nationwide, selected using stringent criteria. Helping to alleviate shortages and keeping families together.
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."
Innovating in NZ retirement sector investment since 1998
John Jackson (a current Income Generator Executive Director) adviser, manager of securities and director in the retirement village (RV) and commercial property sectors since 1998.
Organised issue of fully subscribed RV retail investment offer. Leads to establishment of funding entity, delivering long term income returns, backed by brick and mortar assets.
Retirement Villages Act enacted, providing robust regulatory framework to protect resident interests and ensure registered retirement villages have an independent supervisor.
John founds Senior Trust Management Limited (STML). ———
ST RV Portfolio C established (Manager - STML).
A proud track record of delivering consistent returns for our investors.