Seneca IM

Seneca IM... Searching wider for income
  • Multi Asset experts, Seneca IM searches wider for high income.
  • Distinctive value investment style
  • Research driven to deliver high quality client outcomes
Diversified Income Fund in brief
  • Unlocking income from a wide range of assets

  • Monthly Income payment

  • Target of 5% yield*

  • A retirement option in one fund

*The yield aim quoted is an estimate and not guaranteed.
Seneca IM - Value for professional intermediaries

We know that advisers are always seeking quality income solutions. The CF Seneca Diversified Income Fund is a multi-asset portfolio aiming 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%**, with income now paid out on a monthly basis.

**Source: Bloomberg & SenecaIM 30/12/2005 to 31/12/2016
Important Information

The value of investments and any income will fluctuate and investors may not get back the full amount invested. The Historic Yield reflects distributions declared over rolling twelve month periods as a percentage of the unit price, as at the end of each period. It does not include any preliminary charge and investors may be subject to tax on their distributions.

The views expressed are current at the time of writing, may change and are not intended as investment advice or a recommendation to invest.

Before investing you should 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 from Capita Financial Managers, the Authorised Corporate Director of the Funds (0845 608 1497).

SIML is authorised and regulated by the Financial Conduct Authority and is registered in England No. 4325961 with its registered office at 10th Floor, Horton House, Exchange Flags, Liverpool, L2 3YL. FP17/27

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Making contact with Seneca IM

David Thomas Chief Executive
[email protected]
Steve Hunter Head of Business Development
[email protected]
Peter Elston Chief Investment Officer
[email protected]
Cathy Growney Marketing Manager 
[email protected]

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