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Seneca Global Income & Growth Trust : SIGT

The Seneca Global Income & Growth Trust plc is designed for investors who wish to combine the benefits of a quarterly income with long term capital growth. Over a typical investment cycle, the trust will seek to achieve a total return of at least CPI + 6% 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 emphasis is on low volatility with the prospect of income and capital growth, through investing in a multi-asset portfolio.

The trust is managed in keeping with Seneca’s multi-asset value investing approach. Assets held include UK and overseas equities, fixed interest, specialist investments and property. They believe that their value investing ethos holds out the prospect of superior long term returns.

We have written a number of notes that explain how the fund works: “Changing Tack“, published on 13 June 2017, looks at recent asset allocation changes. “Celebrating five years since strategy change“, from March 2017, highlighted the fund’s strong performance. “In demand and no discount“, from September 2016, looked at the progress made since the zero discount policy had been implemented. On track for zero discount policy, published on 11 May 2016, notes the shift towards trading close to asset value in advance of the adoption of a zero discount policy following the 2016 AGM and Low volatility and growing income, published on 3 November 2015, goes into how the fund works in some detail.

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