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Make an Investment

Make an Investment

Make an Investment

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CF Seneca Funds

CF Seneca Funds

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Seneca Global Income & Growth Trust Plc

Seneca Global Income & Growth Trust Plc

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Make an Investment

You can make a direct investment in the CF Seneca income and growth funds through Capita Financial Managers. The Seneca Global Income & Growth Trust plc is fully quoted on the London Stock Exchange and shares can be bought directly in the market, or through many stockbrokers. Our investment products are also available through a wide range of online investment portals.

All of our investment products are suitable for general investment accounts (GIA), new individual savings accounts (NISA), self-invested personal pensions (SIPP), other pensions and most other tax wrappers. To make an investment please follow the guide below. 

CF Seneca Diversified Growth Fund and CF Seneca Diversified Income Fund

Via online investment portals

You can invest in our CF Seneca funds through the following online investment portals. If the funds are not available through the partner of your choice, please let us know.

UK Partners 

  • AJ Bell You Invest
  • Alliance Trust Savings
  • Barclays Stockbrokers
  • Bestinvest
  • Cavendish Online
  • Charles Stanley Direct
  • Chelsea FS Fundstore
  • Commshare
  • Fidelity Personal Investing
  • Financial Discounts Direct
  • Fund Expert
  • Fundsnet
  • Halifax Sharedealing
  • Hargreaves Lansdown
  • Interactive Investor (iii)
  • ISA Ltd
  • iWeb
  • James Brearley
  • Liberty SIPP
  • MoneySpider
  • PlatformOne
  • rplan
  • Selftrade
  • Seymour Sinclair
  • SFS InvestDirect
  • Sharecentre
  • StockTrade
  • TD Direct Investing
  • Telegraph Investor
  • TQ Invest
  • True Potential
  • Trustnet Direct
  • Willis Owen

Direct

Please complete the application form (AIID) for the fund you want to own and return with relevant accompanying information.

You can download the application form here:

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.

Send your completed form to:

Authorised Corporate Director:
Capita Financial Managers Limited
PO Box 389
Darlington CL1 9UF

Alternatively, call our dedicated Seneca IM dealing line at Capita Financial Managers: 0345 608 1497.

Seneca Global Income & Growth Trust plc

You can invest in our trust through the following online investment portals. If the trust is not available through the partner of your choice, please let us know.

Via online investment portals

You can invest via a wide range of online investment portals.  Those which carry access to the Seneca Global Income & Growth Trust plc include the following.  If the trust is not available through the site of your choice, please contact us and let us know.

  • Alliance Trust Savings
  • Barclays Stockbrokers
  • Bestinvest
  • Charles Stanley Direct
  • Halifax Sharedealing
  • Hargreaves Lansdown
  • Interactive Investor (iii)
  • iWeb
  • James Brearley
  • Liberty SIPP
  • PlatformOne
  • Selftrade
  • Sharecentre
  • StockTrade
  • SVS Securities
  • TD Direct Investing
  • Telegraph Investor
  • True Potential
  • Trustnet Direct
  • x-o.co.uk

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.

Before investing you should consider whether the trust is suitable for your requirements. 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.


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.