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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 wrap, platform and life company partners.

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

CF Seneca Diversified Growth Fund and CF Seneca Diversified Income Fund

Via our platform, wrap and life company partners:

You can invest in our CF Seneca funds through the following wrap, platform and life company partners. If the funds are not available through the partner of your choice, please let us know.

  • Aegon Arc
  • AJ Bell Investcentre
  • Ascentric
  • Avalon
  • Aviva Wrap
  • AXA Elevate
  • Canada Life
  • Canada Life International
  • Cofunds
  • Cofunds Institutional
  • Fidelity Funds Network
  • FNZ
  • James Hay
  • Liberty SIPP
  • Novia
  • Nucleus
  • Old Mutual Wealth
  • Raymond James
  • SEI Investments
  • Seven IM
  • Standard Life
  • Transact
  • True Potential
  • Zurich (Sterling ISA Managers)

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 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


Professional Intermediaries Disclaimer

This area of the website is intended for investment advisers and other financial intermediaries who are authorised and regulated by the Financial Conduct Authority (FCA). Whilst the information available on this site may be used to make recommendations to your clients, it is your responsibility to ensure the content is suitable for your clients. It is not intended for direct use by members of the public. Should you proceed to access this site, you will be representing and warranting that you are an IFA or other professionally recognised financial intermediary.

These pages are designed for investment advisers whose clients 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.

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.