Senior Trust - Invest In The Retirement Village Sector

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  • Retirement Villages
    • Quail Ridge
    • The Grove Orewa
    • Whitby Lakes Retirement Village
    • Roys Bay Estate
  • FAQ's
  • Contact

Our objective is to deliver a targeted distribution rate of 6.0%* pre-tax per annum for unit holders.

  • About Investment 
  • Trading History                    
  • Investor Protection
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NZX MAIN BOARD TRADING HISTORY

Meeting the needs of investors is at the forefront of our objectives. Delivering on this commitment includes facilitating the transfer or sale of units. The Manager considered that it was desirable for the fund to be listed and for the units to be quoted on the NZX Main Board.

Since listing on 3 December 2015, a number of trades have been facilitated through the exchange on behalf of unit holders who have had a change of circumstance. Detailed below is a graph which depicts the current trading history;

In our view, some of the key advantages of a listing are as follows:

  • a regulated orderly and efficient market mechanism for the sale or transfer of units

  • continuous disclosure of material information regarding the Listed Fund

  • Robust governance to the benefit of all stakeholders

  • the liquidity associated with a listing would allow a longer period of investment in loans to retirement and aged care operators.
Units traded on NZX main board
Trading Testimonials
“the sale process was simple. The people at Senior Trust assisted me throughout”
​Valerie Christchurch

“I needed to help my son buy a house; the ability to sell my units in the Senior Trust Retirement Village Listed Fund made this possible”.
Mike Tauranga

"I was faced with major medical issues that required expensive private treatment.  At a stressful time in my life it was a relief that the sale process was straightforward”
Alice Auckland

"Senior Trust’s concept of funding well- established and well-managed retirement villages has strong appeal together with an attractive interest rate. We have high regard for their integrity and management. We will be increasing our investment and would certainly recommend Senior Trust to others.”
John, Rangiora​

Contact us if you have a question or phone to discuss further.

​Our experienced team is here to help.

PH: 0800 609 600
​

TESTIMONIALS
Financial Services Complaints Ltd (FSCL)

Investor Protection

​Senior Trust Management Ltd ( Senior Trust) is licensed under the Financial Markets Conduct Act 2013 as the  manager of  the Senior Trust Managed Investment Funds.
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​The units in the Senior Trust Retirement Village Listed Fund have been approved for quotation on the NZX Main Board. However, NZX Limited (NZX) accepts no responsibility for any statement in this website. The NZX Main Board is a licensed market operated by NZX, which is a licensed market operator, regulated under the Financial Markets Conduct Act 2013.

The minimum subscription is $100 and applications for investment will only be accepted on the form supplied. *The return of capital and the 6.00% p.a. (before tax) targeted distribution rate is not guaranteed. The targeted distribution rate is the estimated net return derived from loans made by the Fund. The target is calculated after making an allowance for the deduction of fixed costs from the predicted interest income flow. The actual distribution rate paid may vary. Please note Senior Trust does not provide financial, investment, tax or any other type of advice. Before making an investment decision you should seek independent, professional, financial and/or legal advice relevant to your circumstances.

We strongly recommend you read the Senior Trust Retirement Village Listed Fund Information Memorandum for QFP offer​​.
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​Whitby Lakes 
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Roys Bay Estate

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​Contact Details

PO Box 113120,
Newmarket, Auckland
Telephone: 0800 609 600
Email: info@seniortrust.co.nz 



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  • Home
  • About Investment
    • History Of Attractive Returns
    • Trading History
    • Why Invest With Senior Trust
    • Retirement Village Sector
  • Investor Protection
  • About Us
    • Testimonials
    • Media
  • Retirement Villages
    • Quail Ridge
    • The Grove Orewa
    • Whitby Lakes Retirement Village
    • Roys Bay Estate
  • FAQ's
  • Contact