Seneca IM offers private individuals three distinctive multi-asset value investment options. They are designed to give private investors the ability to invest in actively managed funds which aim to deliver a range of income options, long-term capital growth or both.
Value for private individuals
VT Seneca Diversified Income Fund
Monthly income payments
Investment option for retirement
Aim of 5% yield*View Fund
VT Seneca Diversified Growth Fund
Managed for long-term growth
Equities, specialists and fixed interest investments
Highly differentiated portfolioView Fund
Seneca Global Income & Growth Trust plc
Income paid quarterly
Seeking returns in excess of CPI +6%, over a typical investment cycle**
Low volatility, diversified portfolioView Fund
*The yield aim quoted is an estimate and not guaranteed.
** Seneca IM defines a typical investment cycle as one which spans 5-10 years, and in which returns from various asset classes are generally in line with their very long term averages.
The value of these products lies in our value driven approach, which we believe offers the prospect of superior returns. We seek these returns by buying assets that we believe are undervalued so as to generate real value, or put another way, ‘buying low and selling high’.
Seneca IM has been managing money since 2002. Investors in our funds can take comfort from the fact that we own personal stakes in the Seneca IM business, and that together we and our other shareholders also have significant personal investments in the funds we manage. This means that our interests are directly aligned with yours.