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Seneca Global Income and Growth Trust plc awarded Rated Fund 2019

Seneca Global Income and Growth Trust plc awarded Rated Fund 2019

Money Observer has awarded its coveted Rated Fund status to the Seneca Global Income & Growth Trust plc for 2019, and for the fourth year running. Money Observer aims to ‘help private investors to pinpoint funds and trusts with consistent returns against a peer group or benchmark, or those which they believe are good choices in the current investment environment’.

The Seneca Global Income & Growth Trust plc is designed for investors who wish to combine the benefits of a quarterly income with long term capital growth. Over a typical investment cycle*, the trust will seek to achieve a total return of at least CPI + 6% per annum after costs with low volatility, and with the aim of growing aggregate annual dividends at least in line with inflation through the application of a Multi-Asset Investment Policy. The emphasis is on low volatility with the prospect of income and capital growth, through investing in a multi-asset portfolio.

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.”

Source: Seneca IM, Bloomberg, Trading Economics & Morningstar.


*Seneca Investment Managers Ltd 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. There is no guarantee that a positive return will be achieved over this or any other period. Your capital is at risk. Past performance is not a reliable indicator of future performance.

Source: Seneca IM, Bloomberg, Trading Economics & Morningstar. Share prices calculated on a total return basis with net dividends reinvested. NAV returns based on NAVs including income and with debt valued at par. Returns do not include current year revenue. Benchmark: CPI plus 6% from 06.07.17. Previously LIBOR GBP 3 Months plus 3%, all after costs. For the period ending 28.02.2019, a forecast CPI is used. The information is as at 28.02.2019 unless otherwise stated.

Before investing you should refer to the Key Information Document (KID) for details of the principle risks and information on the trust’s fees and expenses. Net Asset Value (NAV) performance may not be linked to share price performance, and shareholders could realise returns that are lower or higher in performance. The annual investment management charge and other charges are deducted from income and capital. The KID, Investor Disclosure Document and latest Annual Report are available at

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