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VT Seneca Diversified Growth Fund

Aim and Overview

Investors in the VT Seneca Diversified Growth Fund access a multi-asset portfolio with a clearly differentiated approach to generating long term capital growth. 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.

Risk and Performance Ratings

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The fund carries a Distribution Technology profile 6. Profile published 12.10.2018 by Distribution Technology based on the data and information as at 30.09.2018

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Copyright © 2019 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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FE Crown Fund Ratings (as at 31.03.2019) do not constitute investment advice offered by FE and should not be used as the sole basis for making any investment decision. All rights reserved.

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Defaqto Risk Rating – Medium to high risk

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Wealth & Money Management award

Investment Performance

Discrete annual performance (%)VT Seneca Diversified Growth Fund IA Mixed Investment 45-85% Shares
30/06/201910.21.1
30/06/20184.14.9
30/06/201725.016.1
30/06/2016-4.41.9
30/06/20158.56.8

Source: SenecaIM, Bloomberg & Morningstar. Share prices calculated on a total return basis with net dividends reinvested.

Past performance is not a guide to future returns. The value of investments and any income may fluctuate and investors may not get back the full amount invested.

Key Differentiators

We consider our multi-asset value approach to delivering long term capital growth makes the VT 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.

Strategic Asset Allocation

15%

Fixed Income

20%

UK Equities

25%

Specialist Assets

40%

Overseas Equities

How To Invest

The VT Seneca Diversified Growth Fund is eligible for:

  • General investment accounts (GIA)
  • Individual savings accounts (ISA)
  • Self invested personal pension (SIPP)
  • Other pensions and tax wrappers

The fund is available through a wide range of platforms and wraps and directly from Valu-Trac Administration Services.

Use the link below for further details.

Where can I invest?

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