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
What makes us different?
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.
The disruptor making real estate digital
Digitalisation has forced the downfall of many once great staples of the high street. The likes of Debenhams and House of Fraser have been unceremoniously dismissed in favour of online, e-commerce specialists such as ASOS and Boohoo. Retail has taken the brunt of the force of digitalisation, but the digital wave has affected all industries to a greater or lesser extent.
Short-term volatility presents opportunities
Over the past month, markets have fallen substantially owing to the spread of Covid-19 and the related global actions. And they were handed a second major event to deal with as Russia failed to join production cuts with nations in the Opec oil exporter group, leading to dramatic falls in the price of oil.
What is multi-asset investing?
A multi-asset approach involves investing in a much wider range of assets than simply equities and fixed income bonds. Our portfolios can encompass a wide range of different assets and geographies such as property, infrastructure, private equity and asset leasing and require a wider range of expertise and knowledge than traditional portfolios.
As a smaller ‘boutique’ fund manager, we are able to access a range of investments that our larger competitors simply could not consider.
Seneca Global Income and Growth Trust PLC (LSE:SIGT)
Over a typical investment cycle, the company aims to achieve a total return of at least CPI plus 6% p.a. 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 Value Investment Policy. The company will invest in a diversified portfolio principally comprising UK equities and fixed interest securities but also other asset classes.
VT 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.
VT 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.