Long term capital growth is a core objective for many people. Investors in the LF 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.
LF Seneca Diversified Growth Fund
Aim and overview
Aim and overviewView
How to invest
How to investView
Strategic asset allocation
We consider our multi-asset value approach to delivering long term capital growth makes the LF 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.
The Seneca IM investment team, pictured from left to right: Richard Parfect, Tom Delic, Mark Wright, Gary Moglione and 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.
The overall responsibilities of the Investment Management team are shown below:
Asset allocation research, Peter Elston, chief investment officer
Overseas equity and bond fund research (emerging markets), Tom Delic
Overseas equity and bond fund research (mature markets), Gary Moglione
Specialist assets research, Richard Parfect
UK equity research, Mark Wright
How to invest
The LF 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 Link Fund Solutions.
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