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CF Seneca Funds

CF Seneca Funds

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Segregated Mandates

Segregated Mandates

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Seneca Global Income & Growth Trust Plc

Seneca Global Income & Growth Trust Plc

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Make an Investment

To make an investment into any of our funds, or to enquire about services, please follow the guide below.

Download the information on fund identifiers: Fund codes and identifiers.

CF Seneca Diversified Growth Fund and CF Seneca Diversified Income Fund

You can invest in our CF Seneca Funds directly via Capita Financial Managers, our ACD and third party administrator.

Please complete the application form for the appropriate fund and return the completed application and any accompanying information to the Authorised Corporate Director of the fund at:

Capita Financial Managers Limited
PO Box 389
Darlington CL1 9UF

Alternatively, phone the Capita investor services and dealing line: 0345 608 1497

Before investing you must read the application form and Additional Investor Information Document (AIID), the Key Investor Information Document (KIID) and Prospectus as they contain important information regarding the funds including charges, tax and fund specific risk warnings. You will find these documents alongside the application form here.

Segregated Mandates

If you would like to discuss your requirements for a segregated mandate, please call us directly on the numbers below: we would be delighted to hear from you.

David Thomas, Chief Executive: t: 0151 906 2480 m: 07469 392 164

Peter Elston, Chief Investment Officer: t: 0151 906 2470 m: 07475 362 236

Alan Borrows, Senior Fund Manager: t: 0151 906 2461 m: 07917 403 770

Seneca Global Income & Growth Trust plc

You can invest in our trust through the following wrap, platform and online portal partners  If the trust is not available through the partner of your choice, please let us know.

Via our platform, wrap and life company partners:

  • AJ Bell Investcentre
  • Ascentric
  • Avalon
  • AXA Elevate
  • Canada Life
  • James Hay
  • Liberty SIPP
  • Nucleus
  • Raymond James
  • SEI Investments
  • Seven IM
  • Transact
  • True Potential
  • Zurich (Sterling ISA Managers)

Direct

Trust shares are traded on the London Stock Exchange and can be bought directly in the market or through many stockbrokers. The latest prices and stock market information on the trust will be found under the code identifier SIGT.

Alternatively please contact the broker to the trust:

Andrew Davey
Investment Companies Sales
Cantor Fitzgerald
One Churchill Place
Canary Wharf
E14 5RB

0207 894 8646


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.