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Private Investors

Value for private individuals

Private Investors

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.

Income Fund

VT Seneca Diversified Income Fund

Monthly income payments

Investment option for retirement

Aim of 5% yield*

View Fund

Growth Fund

VT Seneca Diversified Growth Fund

Managed for long-term growth

Equities, specialists and fixed interest investments

Highly differentiated portfolio

View Fund

Investment Trust

Seneca Global Income & Growth Trust plc

Income paid quarterly

Seeking returns in excess of CPI +6%, over a typical investment cycle**

Low volatility, diversified portfolio

View 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.

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Disclaimer

Private Investors

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 private 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.