Seneca Investment Managers (Seneca), the North-West based multi-asset value investment house, announces the availability of two of its funds (the VT Seneca Diversified Income Fund and VT Seneca Diversified Growth Fund) on Hubwise, an independent, intuitively designed, investing platform for financial advisers.
All Seneca funds are managed according to its principles of multi-asset value investing, offering investors a diversified, transparent portfolio of value-oriented holdings consisting of directly invested UK equities, managed overseas equities, fixed income, and specialist assets.
Steve Hunter, Head of Business Development, Seneca Investment Managers, says:
“A number of our IFA and wealth management partners have requested access to our funds through the Hubwise platform. Increasing industry-led ratings and growing recognition as well as strong performance have raised the profile of our offerings, and we are pleased that we can now meet that demand.”
Angus Macdonald, Chief Executive Officer, Hubwise, says:
“Hubwise offers advisers an independent platform to power any investment proposition, with automation, access to a wide investment universe, low total cost of ownership and bespoke white labelling. With our extensive insight and experience, we pride ourselves on delivering something different to the market so it’s great to team up with a liked-minded company in Seneca”.
The VT Seneca Diversified Income Fund is a multi-asset portfolio aiming to deliver a high and growing income with the potential to preserve the real value of invested capital. The fund has historically delivered a dividend yield of circa 5%*, with income now paid out on a monthly basis.
The VT Seneca Diversified Growth Fund is a multi-asset portfolio combining 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.
*The historic yield reflects distributions declared over the past twelve months as a percentage of the period end unit price. It does not include any preliminary charge and investors may be subject to tax on their distributions. A portion of the fund’s expenses are charged to capital. This has the effect of increasing the distribution(s) for the year and constraining the fund’s capital performance to an equivalent extent. Seneca Investment Managers makes no assurance as to yield or return of any investment. Past performance is not a reliable indicator of future results.
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Past performance should not be seen as an indication of future performance. The value of investments and any income may fluctuate and investors may not get back the full amount invested.
Seneca Investment Managers Limited (0151 906 2450) is authorised and regulated by the Financial Conduct Authority and is registered in England No. 4325961 with its registered office at 10th Floor, Horton House, Exchange Flags, Liverpool, L2 3YL. FP17/412