Seneca Investment Managers
About Us
0151 906 2450
Seneca Investment Managers offers financial advisors and private client managers a distinctive range of multi-asset value investment options. We believe multi-asset value investing offers the prospect of superior long term returns, achieved by purchasing assets that we consider to be undervalued, so as to generate real value.
Seneca Investment Managers has been managing money for professional intermediaries since 2002. We are a friendly, knowledgeable and well-resourced team, which has equity in the business and co-invests in the funds. We are always ready to share our value-investing insights.
Tools and Resources
Please click on the links below to take you to relevant area of the Seneca Investment Managers website.
Important Information
The value of investments and any income may fluctuate and investors may not get back the full amount invested.
Before investing you must read the key investor information document (KIID) as it contains important information regarding the funds, including charges, tax and fund specific risk warnings and will form the basis of any investment. The prospectus, KIID and application forms are available in English from Link Fund Solutions, the Authorised Corporate Director of the Funds (0345 608 1497).
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
The value of investments and any income may fluctuate and investors may not get back the full amount invested.
Before investing you must read the key investor information document (KIID) as it contains important information regarding the funds, including charges, tax and fund specific risk warnings and will form the basis of any investment. The prospectus, KIID and application forms are available in English from Link Fund Solutions, the Authorised Corporate Director of the Funds (0345 608 1497).
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
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Latest News
Seneca: Are you in Denial
Nov 28, 2018
This month’s letter is reproduced with the kind permission of Trustnet, in which the article was originally published on the 7th of November 2018. more...
Latest Factsheet from Seneca Investment Managers
Nov 26, 2018
Please find the latest fund factsheet for the Seneca Global Income & Growth Trust plc. We hope you find it useful. more...
Latest Factsheets from Seneca Investment Managers
Nov 26, 2018
Please find the latest fund factsheets for the LF Seneca Diversified Income Fund and LF Seneca Diversified Growth Fund. We hope you find them useful.
For professional investors only.
more...
Seneca: Peter Elston: Investment Letter
Oct 18, 2018
Last year we laid out a road map for a gradual reduction in our funds’ equity exposure, firstly from overweight – in relation to strategic asset allocation (SAA) – towards neutral, then from neutral to underweight. In our latest reduction at the beginning of October, we reduced equity targets for our three public funds – LF Seneca Diversified Income Fund, LF Seneca Diversified Growth Fund, and Seneca Global Income and Growth Trust – to 32.5%, 47.5%, and 52.5% respectively. These positions represent underweights in relation to SAA of 7.5%, 12.5% and 7.5% respectively – the reason the growth fund’s underweight is greater than those of the other two is that it has no requirement to distribute income so can be higher conviction with respect to its tactical asset allocation. more...
Latest Factsheet from Seneca Investment Managers
Oct 16, 2018
Please find the latest fund factsheet for the Seneca Global Income & Growth Trust plc. We hope you find it useful.
more...
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