Seneca Investment Managers

Welcome to Seneca Investment Managers

At Seneca Investment Managers we specialise in multi-asset value investing and we are the only investment company who does this. 

We research assets that we believe to be undervalued and buy them. We then apply an ‘active’ management to our funds to release value and deliver income and capital growth. 

Seneca Investment Managers is a long established boutique investment house, based in Liverpool, with a national client base.  Investors range from institutions such as pension funds and charities, through to financial advisers, discretionary private client managers and personal investors. 

Where we differ from other providers of multi-asset investment products is in our ‘value’ based approach.  This means we pride ourselves on the ability to identify and invest where there is both quality and unrecognised value. 

Simply put, we create funds that combine stocks and shares in companies (equities) with fixed interest investment vehicles (bonds or debts) and a wide range of specialist assets such as property, private equity, specialist finance and infrastructure.  We believe our multi-asset value approach gives us the edge in delivering the right outcomes for our investors.

Featured Trust

Seneca Global Income & Growth Trust

The Seneca Global Income and Growth Trust plc is designed for investors seeking a quarterly income with long-term capital growth and low volatility.*

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  • LF Seneca Diversified Growth B Acc

    The investment objective is to achieve long-term capital growth by investing in balanced and well diversified portfolio of UK and International equities, and fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes, money markets and cash deposits to provide further diversification to the Fund in accordance with applicable regulations.

    6 Months

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    1 Year

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    5 Years

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    Sector

    Fund Size (£M)117.93
    Fund ManagerPeter Elston, ...
    Fund Yield2.67%
    Fund SectorMixed Investment 40-85% Shares

    LF Seneca Diversified Income B Inc

    The investment objective is to provide a high level of growing income by investing in a balanced and well diversified portfolio of UK and International equities, fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes, money markets and cash deposits to provide further diversification to the Fund in accordance with applicable regulations.

    6 Months

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    Sector

    1 Year

    Fund

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    5 Years

    Fund

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    Fund Size (£M)106.78
    Fund ManagerRichard Parfect, ...
    Fund Yield4.84%
    Fund SectorMixed Investment 20-60% Shares
  • Seneca Global Income & Growth Trust

    Over a typical investment cycle, the Company will seek to achieve a total return of at least CPI plus 6 per cent 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 manager takes active allocation decisions within defined ranges. These tactical moves are made through a combination of direct investment and commitments to third party funds, both open and closed end.

    6 Months

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    Sector

    1 Year

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    5 Years

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    NAV169.04
    Fund ManagerPeter Elston
    NDY (£M)3.64
    Fund SectorFlexible Investment

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
LF Seneca Diversified Growth B Acc9.4727.7447.53117.932.67Buy
LF Seneca Diversified Income B Inc6.3323.9938.14106.784.84Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
LF Seneca Diversified Growth B Acc9.4727.7447.53117.932.67Buy
LF Seneca Diversified Income B Inc6.3323.9938.14106.784.84Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Seneca Global Income & Growth Trust9.7937.6772.201.60169.04Buy

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Seneca Global Income & Growth Trust

LF Seneca Diversified Growth B Acc

LF Seneca Diversified Income B Inc