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info@senecaim.com


Funds

High monthly income

CF Seneca Diversified Income Fund

  • Monthly income for institutional investors
  • Aim of 5% yield*
  • Income drawn from a range of assets

*The yield aim quoted is an estimate and not guaranteed.

Long term capital growth

CF Seneca Diversified Growth Fund

  • Highly differentiated portfolio
  • Mid cap and overseas equites with specialist investments
  • Little exposure to fixed interest

Segregated mandates

For institutions with specific needs

  • Portfolios built to your specification
  • Direct service from senior team
  • Long institutional experience

Income and capital growth

Seneca Global Income & Growth Trust plc

  • Attractive quarterly income
  • Seeking growth ahead of cash +3%
  • Low volatility, diversified portfolio


Media

Investment letters

Press releases

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Institutional Investors Disclaimer

This area of the website is intended for institutional investors who satisfy the criteria for professional client or eligible counterparty specified by chapters COBS 3.5 or COBS 3.6 of the Financial Conduct Authority Handbook.

Persons who do not meet these criteria cannot proceed any further and must leave the website or select another investor-type suitable to their own circumstances.

The information in this website does not constitute advice or a personal recommendation and you should not make any investment decisions on the basis of it. It does not take into account the particular investment objectives, financial situations or needs of investors.

The investments on this website constitute Open-ended Investment Companies and Investment Trusts. Their underlying portfolios are comprised of UK and International equities and fixed interest securities including government and corporate bonds, specialist investments including property and unquoted companies and other invested funds. Investors must have experience with or understand products with the risks that the investments may not achieve their investment objectives and where your capital is at risk. For a full description of the risks please refer to the Full Prospectus of the Funds or the latest annual report of the Investment Trust which are available in the Literature section of this website.