Seneca Investment Managers (Seneca IM), the value focused multi-asset investment house, is running a series of seminars for advisers in February and March around the UK. The Regular Income Roadshow aims to identify ways to achieve a diversified and reliable income stream.
Changes to pension legislation and low interest rates are a significant concern for many investors in the hunt for consistent and good levels of income. The Roadshow will explore this theme and discuss Seneca IM’s market outlook for 2016, bond and equity market dynamics and the firm’s multi-asset fund range including the top quartile* £102.9m** CF Seneca Diversified Income fund. The fund has paid an average net yield of 5 per cent since its launch in 2002.
The roadshow will be hosted by Peter Elston, Chief Investment Officer and Steve Jackson, Head of UK Retail. It will begin its UK tour in Edinburgh on Wednesday 3 February and end in Brighton on Wednesday 23 March.
Peter Elston, Chief Investment Officer at Seneca IM, says: “In what is likely to remain a low interest rate environment for the foreseeable future, the need for a regular income stream is increasingly important. I look forward to discussing the opportunities and challenges facing investors and exploring how advisers can help them achieve their investment objectives through a low volatility and diversified fund.”
For additional dates and locations of the upcoming Seneca Investment Managers ‘Regular Income Roadshow’ please visit http://senecaim.com/professional-intermediaries/events/
*Top quartile performance over 1 year
**As at 31 December 2015
Past performance is not a guide to future returns. The value of investments and any income may fluctuate and investors may not get back the full amount invested. This document is provided for the purpose of information only and if you are unsure of the suitability of these investments you should take independent advice.
CF Seneca Funds
These funds may experience high volatility due to the composition of the portfolio or the portfolio management techniques used. The Historic Yield reflects distributions declared over a twelve month period as a percentage of the unit price. It does not include any preliminary charge and investors may be subject to tax on their distributions. A portion of the fund’s expenses are charged to Capital. This has the effect of increasing the distribution(s) for the year and constraining the fund’s capital performance to an equivalent extent. Before investing you must read the key investor information document (KIID) as it contains important information regarding the funds, including charges, tax and fund specific risk warnings and will form the basis of any investment. The prospectus, KIID and application forms are available from Capita Financial Managers, the Authorised Corporate Director of the funds (0345 608 1497).
Seneca Global Income & Growth Trust plc
Before investing you should read the Trust’s listing particulars which will exclusively form the basis of any investment. Net Asset Value (NAV) performance is not linked to share price performance, and shareholders may realise returns that are lower or higher in performance. The annual investment management charge and other charges are deducted from income and capital.
Seneca Investment Managers Limited is the Investment Manager of the Funds (0151 906 2450) and is authorised and regulated by the Financial Conduct Authority and is registered in England No. 4325961 with its registered office at Tenth Floor, Horton House, Exchange Flags, Liverpool, L2 3YL. FP16/14.