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Get attractive reliable returns, paid quarterly.

 Despite ten years of significant development, the senior living and aged care sector is facing a shortfall due to demand from an ageing population. As specialist lenders to the sector (PIE Fund), we generate attractive, reliable income for our investors, while enabling much needed, quality housing for senior kiwis.

Mortgage-secured

property assets - stable form of property investment.

High demand

Lower birth rates, increased life expectancy, 65+ NZ`s fastest growing age group.

Invest with us

in the thriving senior living sector with as little as $1000.

Quarterly payments + potential to access funds min. 30 days notice, refer to PDS for more info.

*As reported in The Press, September 2, 2024.JLL's 12th Annual Report on the NZ Retirement Village and Aged Care Sector.

**Secure your seat**

2025 Investor Briefings: March-April nationwide

Join us to hear about:

- the latest insights and ongoing demand in the steady and stable senior living sector

- our relationship with Radius Care and the significant growth opportunities for Senior Trust funding aged care solutions

In association with: 

Proven track record, experienced specialists.

Your investment will benefit from our specialist experience and involvement over many years in the senior living sector. Our responsive investor care team are here to help.

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Repeat investment:


Existing investors increasing their investment make up

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Retirement village sector
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WHAT OUR INVESTORS SAY:

"I have been an investor with Senior Trust for many years. I recently needed money urgently to buy a car and was able to do so quickly and efficiently using the Income Generator buy back facility."

David, Horowhenua

Annual Report 2024

We are pleased to report a significant increase in revenue and profitability building on strong growth reported in prior years. Read our latest report:

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Our nationwide lending portfolio

Lending is secured by bricks and mortar assets. High quality facilities with financially committed, experienced operators in demographically proven locations nationwide.

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Our credentials - Registered Financial Service Providers

The responsibility of managing your investment and protecting your capital is our top priority. We are focused on cyber-security, you can reference our credentials here:

We are a Registered Financial Services Provider (FSP709572)

View our Product Disclosure Statement with application form and NZ bank account  details Click Here

View our Audited Financial Statement Click Here

24/7 investment access via secure online portal, protected by personal password.

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Annual Report 2024 - Strong foundations, continued growth

We are pleased to report another positive year, which has enabled the Board to increase the targeted distribution rate to 8% (pre-tax) per annum. 2024 Annual Report provided for review: 

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Annual General Meeting 2024 - Register Here

Watch: Our investment portfolio - premium facilities, sought after locations

Request your free info pack

Like to learn more about investing with Senior Trust? Please add your details below and your preferred delivery method and we will get that out to you.

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Innovating in NZ senior living sector investment since 1998

1998

John Jackson (a current Income Generator Executive Director) adviser, manager of securities and director in the senior living (SL) and commercial property sectors since 1998.

2001

Organised issue of fully subscribed SL retail investment offer. Leads to establishment of funding entity, delivering long term income returns, backed by brick and mortar assets.

2003

Retirement Village Act enacted, providing robust regulatory framework to protect resident interests and ensure registered senior living facilities have an independent supervisor.

2010

John founds Senior Trust Management Limited (STML). ———

ST SL Portfolio C established (Manager - STML).

A proud track record of delivering consistent returns for our investors.

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.

The current targeted distribution rate is 8% (pre-tax) per annum. 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

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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