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Professional Investors

Value for professional intermediaries

Professional Investors

Seneca IM offers financial advisors and private client managers a distinctive range of multi-asset value investment options. These were designed with the needs of professional intermediaries and their clients in mind. We believe multi-asset value investing offers the prospect of superior long-term returns, achieved by purchasing assets that we consider to be undervalued, so as to generate real value.

We have been managing money for professional intermediaries since 2002. We are a friendly, knowledgeable and well-resourced team, which has equity in the business and co-invests in the funds. We are always ready to share our value-investing insights whilst additional services may be provided through the strength and breadth of the Seneca IM network.

Income Fund

VT Seneca Diversified Income Fund

Monthly income payments

A retirement option in one fund

Aim of 5% yield*

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Growth Fund

VT Seneca Diversified Growth Fund

Highly differentiated portfolio

Mid-cap and overseas equities with specialist investments

Little exposure to fixed interest

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Investment Trust

Seneca Global Income & Growth Trust plc

Attractive quarterly income

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

Low volatility, diversified portfolio

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Strategic Partners and Institutional Clients

As many institutional investors have particular requirements in terms of capital growth, income and risk, we create specific portfolios to meet the particular needs of a client.

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*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.

 

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Disclaimer

Professional Intermediaries

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.