The Senior Trust management team has a strong history in delivering investors steady attractive returns 

Key Features Of The Senior Trust Retirement
Village Income Generator

  • Senior Trust limits lending to any one retirement village to a maximum of 75% of the valuation of the village as determined by an independent registered valuation

  • Support operators who are capable, experienced and with a substantial financial commitment to their village.

  • Lend to Retirement Villages in a location with proven demographic demand.

  • Protection of investor return is paramount.

  • Conservative approach to lending has consistently maintained our commitment to investors.

  • PIE taxed, quarterly distributions.

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

2010

Senior Trust Retirement Village Fund Issue:

$2.8m Portfolio C
Purpose: Whitby Lakes Village
Matured and Fully Repaid

2011

Senior Trust Retirement Village Fund Issue:

$9.3m Portfolio D
Purpose: Multi village funding
Matured and Fully Repaid

2014

Senior Trust Retirement Village Fund Issue:

$13.4m Portfolio E
Purpose: Multi village funding
​Maturity date February 2018

2015

​Senior Trust Retirement Village Listed Fund Issue:
Maximum of 45m units
Fully subscribed

Offer closed
Purpose: Multi village mortgage funding
​Maturity date September 2021

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.

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