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Latest news and market insights.

Retirement Commission Report Summary 2024

The report looks at investment broadly, noting the importance of investing in innovative primary and community care models, supporting preventative interventions for dementia, and ensuring access to reliable, quality home and community support services.

Our objective is stable, attractive returns

Watch a presentation by our Executive Director, Scott Lester, who walks through how we are tracking against our key objective which is to deliver consistent, attractive returns to our investors. Scott looks at the current opportunity underpinned by the ageing population and also reviews our step by step risk management approach.

Retirement Commission Report Summary 2024 - Distribution rate increase announced!

We are pleased to announce that due to the strong performance of the Senior Trust Income Generator, the targeted distribution rate increased to 8% per annum (pre-tax), effective 1 April 2024.

Senior Trust Investing Fundamentals

Watch an update from our Executive Director John Jackson who looks at the senior living sector and the demographic demand for senior living. John reviews the projected build requirements for the industry to meet this demand and also provides an overview of the facilities that Senior Trust lends to.

Annual Report 2023

We’re pleased to report that the Income Generator has maintained its track record of predictable and measured growth despite a turbulent backdrop. The senior living sector enjoys steady growth, thanks to an ageing population driving demand. As a specialist lender in this sector, our aim is to leverage our management team’s decades of experience and proven investment principles for the benefit of our Shareholders.

Investor Portal Developments

The development of the Investor Portal continues as we focus on improving the Investor Experience. The portal pro an expanding range of services, enabling you to have direct 24 hour access to your investment, alongside support from the Registry and Operations team. View a brief update from Head of Operations / Compliance, Clive Jimmieson, on the Portal development and plans.

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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.

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.

SENIOR TRUST RETIREMENT VILLAGE INCOME GENERATOR LIMITED

Registered Office:

Level 1, 20 Beaumont Street, Freemans Bay, Auckland, 1010

Postal Address:

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

Copyright © Senior Trust. All rights reserved.

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