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CF Seneca Diversified Growth Fund

Aim and overview

Aim and overview

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Investment approach

Investment approach

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Investment team

Investment team

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Investor profile

Investor profile

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Literature

Literature

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How to invest

How to invest

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Aim and overview

Long term capital growth is a core objective for many people. Investors in the CF Seneca Diversified Growth Fund access a multi-asset portfolio with a clearly differentiated approach to achieving this objective. The fund combines tactical asset allocation with a mid cap UK equity portfolio, a range of overseas, value-orientated equity managers, significant exposure to specialist assets and modest holdings in fixed interest markets. This combination of assets is managed in keeping with our value ethos, which we believe holds out the prospect of superior long term returns.

Investment approach

Strategic asset allocation

29We consider our multi-asset value approach to delivering long term capital growth makes the CF Seneca Diversified Growth Fund different to other offerings in the marketplace. The fund is weighted towards UK and overseas equities and specialist investments, with a relatively low exposure to fixed interest investments.

The fund has a strategic asset allocation designed to meet its long term objective. In addition, the manager uses tactical asset allocation as a means to capitalise on new value opportunities.

In UK equities, the majority of our holdings are drawn from the mid cap arena. We believe that this area offers greater systemic returns. And being less well-researched than the universe of larger stocks, it provides more opportunities and greater scope for us to add value to the fund.

In overseas equities we invest in funds managed by third party fund managers. We select managers and funds who share our value investing approach and who are focussed on returns rather than benchmarks. Within the specialist space, we invest in assets which we expect to deliver income that is more reliable than equities and more able to grow than bonds.

Investment team

SIM-1The Seneca IM investment team, pictured from left to right: Alan Borrows, Richard Parfect, Tom Delic, Mark Wright, Peter Elston.

The fund is managed on a team based, research driven approach, with all members of the Seneca investment team contributing to decision making through their research specialities. Two members of the team retain portfolio oversight responsibilities (process, implementation, cash and cash flow management). Portfolio oversight for this fund rests with Mark Wright and Tom Delic.

The overall responsibilities of the Investment Management team are shown below:

Asset allocation research, Peter Elston, chief investment officer

Fixed income research, Alan Borrows

Specialist assets research, Richard Parfect

UK equity research, Mark Wright

Overseas equity and investment themes research, Tom Delic

Investor profile

The fund may be suitable for investors who:

Have longer term investment objectives
Are seeking long term capital growth
Can afford some degree of capital risk

And wish to invest via:

NISA (New Individual Savings Accounts)
SIPP (Self Invested Personal Pensions)
Other pension wrappers
Insurance bonds
GIA (General Investment Accounts)

How to invest

The CF Seneca Diversified Growth Fund is eligible for:

  • General investment accounts (GIA)
  • Individual savings accounts (NISA)
  • Self invested personal pension (SIPP)
  • Other pensions and tax wrappers

The fund is available through a wide range of online investment portals and directly from Capita Financial Managers.

Before investing you must read the fund prospectus, key investor information document (KIID), application form and additional investor information document (AIID). You must remember that the value of any investment you make may fall as well as rise, and that you may not get back what you invest. You must also remember that the income from investments may fall as well as rise, and that past performance is not a guide to future performance. If you are in any doubt about the suitability of this investment for you, you should seek professional financial advice.

Use the link below for further details.

Make an investment

Personal Investors Disclaimer

These pages are designed for investors who are UK tax residents only and the funds listed may not be suitable for non-UK tax-resident investors.

Please read this page carefully, by proceeding you confirm that you have read and understood the information specified below and access to this website is only granted to users on this condition.

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 understand the risks involved, including the risk that the investments may not achieve their investment objectives and you may not get back the original amount invested. 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.

Seneca Investment Managers does not provide investment advice to personal investors. If you are uncertain whether any of the investments are suitable for your own circumstances please contact a financial adviser before taking any action. If you do not have an adviser, the Financial Conduct Authority provides information on how to find an adviser on their website. Click here.