29th March 2018

Executive interview - Seneca Global Income & Growth Trust

Moving to a more defensive position

Seneca Global Income & Growth Trust (LSE:SIGT) was launched in 2005 and adopts a ‘Multi-Asset Value Investing’ approach, aiming to generate income and capital growth with low volatility by investing in a multi-asset portfolio of equities, fixed income and specialist assets. Since July 2017, SIGT’s performance has been benchmarked against CPI +6%*. Annual dividends have increased each year since 2013. On 1 August 2016, SIGT adopted a discount control mechanism aiming to ensure that its share price trades very close to NAV.

In this webcast, chief investment officer Peter Elston explains how he sees the role of a multi-asset manager and recent asset allocation changes in the fund. He highlights the structure of SIGT’s portfolio and some examples of portfolio holdings. Elston describes his investment style and explains how the investment team is organised. He then highlights the Trust's objective and the introduction of the discount control mechanism.

Read the research note here

Read more here about the Seneca Global Income & Growth Trust 

Investments, Investment Commentary

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