Tue, 28/06/2016 - 16:44
Seneca Investment Managers (Seneca), the Liverpool based multi-asset value investment house, has made two of its open-ended funds, the CF Seneca Diversified Income Fund and CF Seneca Diversified Growth Fund, on retirement wealth planning platform James Hay.
Over 56,000 James Hay clients will now have access to Seneca’s funds via James Hay’s Investment Centre.
Both funds are managed according to the principles of Seneca’s multi-asset value approach, offering investors a diversified, transparent portfolio of value-oriented holdings consisting of directly invested UK equities, managed overseas equities, fixed income, and specialist investments.
Steve Jackson, Head of UK Retail at Seneca Investment Managers, says: “A number of our IFA and wealth management partners have requested access to our funds through James Hay’s platform. Increasing recognition and strong performance have raised the profile of our offerings, and we are pleased that we can now meet that demand.”
Paul Bagley, Director of Distribution at James Hay, says: “We offer one of the widest investment ranges of any platform from cash and funds all the way through to third party DFMs, unquoted shares and commercial property. It’s great to be able to expand that choice still further at the request of advisers with the addition of these two funds.”
The CF Seneca Diversified Income Fund is a DT Rated 5 profile linked fund, a Trustnet 4 crown rated multi-asset portfolio which aims to deliver a high and growing income with the potential to preserve the real value of invested capital. The fund has historically delivered a dividend yield of circa 5 per cent, with income paid out on a monthly basis.
The CF Seneca Diversified Growth Fund is a multi-asset portfolio combining tactical asset allocation with a mid-cap UK equity portfolio, a range of overseas, value orientated equity managers, significant exposure to specialist assets and modest holdings in fixed interest markets.
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