Why is Senior Trust a
superior form of investment?

There are many reasons why people might choose to invest in Senior Trust's funds. But typically we find that the compelling reasons are;

1. A History of Attractive Returns

Since 2010 the retirement village sector has been delivering investors steady attractive returns backed by solid Retirement Village assets.

Our objective is to lend to retirement and aged care operators in a way that protects investors capital, as well as enabling us to pay a consistent, reliable and attractive return to our Shareholders at steady attractive income return.


2. Steady Income Backed by Solid Assets

An independent registered valuer assesses the market value of the assets offered by the borrower as security for the Loan.

We ensure that retirement and aged care operators have a material stake in the Aged Care Facility or Retirement Village, provide personal guarantees or similar covenants in respect of all loans and that total Fund and prior ranking lending is limited to 75% of an independently assessed value.

Frequently Asked Questions

Why invest in Senior Trust Retirement Village Income Generator?

For more than 10 years, as specialist lenders to the Retirement Village sector, the Senior Trust management team have been committed to meeting investors’ desire for a steady attractive income by funding the expansion and operation of Retirement Villages and Aged Care facilities that provide a high standard of living for senior New Zealander's. 

This provides you insight in to how Senior Trust can deliver an attractive steady return. Senior Trust's objective is to enter into loans to selected Retirement Villages and Aged Care facilities which provide a flow of interest revenue - enabling a regular quarterly income distribution to Senior Trust's investors.

What’s special about the retirement sector?

Why do we lend only to the retirement village sector?  The provision of quality community housing in New Zealand is expanding massively to keep up with the burgeoning demand. 

The post war baby boomers started turning 70 in 2016 and that demand is going to surge. It is a sector which the management team and their predecessors at Senior Trust has been involved in since 1999, and  has seen investors enjoy attractive returns from 4 previous Retirement Village unit trusts.

Where are your funds invested?

Applying the management team experience and involvement in villages throughout the country, Senior Trust carefully selects the Retirement Villages and Aged Care facilities the Fund invests in.  


Please send an information pack by:


Please send an information pack by:

Contact Us

0800 609 600

Physical Address

Block J, 44 Constellation Drive

Auckland, 0632

Postal Address

Attention: John Jackson
PO Box 113120
Newmarket, Auckland, 1149

  • Facebook
  • LinkedIn

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.

Copyright © Senior Trust. All rights reserved.