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Rated Fund status awarded to Seneca Global Income & Growth Trust plc by Money Observer

Rated Fund status awarded to Seneca Global Income & Growth Trust plc by Money Observer

Money Observer has awarded its coveted Rated Fund status to the Seneca Global Income & Growth Trust plc for 2016.  Money Observer aims to ‘help private investors to pinpoint funds and trusts with consistent returns against a peer group or benchmark, or those which we believe are good choices in the current investment environment’.

The award follows hard on the heels of the Trust being named Investment Week Investment Company of the Year in the Overseas Income category and added to the Which Investment Trust buy list.

The Seneca Global Income & Growth Trust plc is designed for investors seeking a quarterly income with long term capital growth and low volatility, from a multi-asset trust.  It is run with a strong focus on value investing and currently pays a yield of approximately 4%. The Trust invests in UK equities directly and overseas equities, fixed interest, specialist investments and property through third party managers.

David Thomas, Chief Executive of Seneca Investment Managers, said: “We are delighted by the increasing recognition that the Trust is receiving, both from professional investors and in the consumer financial media.  It is a flagship product for Seneca Investment Managers, and one we are very proud of.”




Important information

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. This document is provided for the purpose of information only and if you are unsure of the suitability of these investments you should take independent advice.

Seneca Global Income & Growth Trust plc

Before investing you should read the Trust’s listing particulars which will exclusively form the basis of any investment. Net Asset Value (NAV) performance is not linked to share price performance, and shareholders may realise returns that are lower or higher in performance. The annual investment management charge and other charges are deducted from income and capital.

Seneca Investment Managers Limited is the Investment Manager of the Funds (0151 906 2450) and is authorised and regulated by the Financial Conduct Authority and is registered in England No. 4325961 with its registered office at Tenth Floor, Horton House, Exchange Flags, Liverpool, L2 3YL. FP16/35.

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