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7% annualised (pre-tax) distribution achieved for Quarter 2, 2026.*

7% annualised (pre-tax) distribution achieved for Quarter 2, 2026.*

Against general market trends we maintained the 7%pa pre- tax return but just importantly the audited results reflected the careful management of the investment portfolio.

*Further details regarding the 7% p.a. (pre-tax) return is set out in the Supplementary Product Disclosure Statement (PDS) and the Audited Financial Statements for the year ended 31 March 2026. Please note that past returns are not a guarantee of future performance. We encourage you to read the PDS for more information



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When investing, past performance is not a reliable indicator 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.

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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 is not licensed by a New Zealand regulator to provide the service of issuing Shares. Senior Trust's registration on the New Zealand register of financial service providers or membership of the Financial Services Complaints Ltd (FSCL) - A Financial Ombudsman Service does not mean that Senior Trust is subject to active regulation or oversight by a New Zealand regulator.

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SENIOR TRUST RETIREMENT VILLAGE INCOME GENERATOR LIMITED

Registered Office:

5 Akaroa Street,

Parnell, Auckland, 1052

Postal Address:

The Directors, PO Box 113120, Newmarket, Auckland, 1149

​Copyright © Senior Trust. All rights reserved.

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