Onside Issue 1 - Spring/Summer 2014 - 5

The Funds
Two Open Ended Investment Companies (OEICs)

Competitive Advantages
Team has a 12 year track record of
thematic investing
Local people managing local money

CF Miton Distribution Fund
Income Fund | £140m | Risk rated 5
Yields: 5.4%
2013: 11% vs 8.9%
Aims to deliver long term equity returns with
lower risk/volatility

Clients meet the managers not the sales reps
Overseen by very experienced team
Highly liquid and diversified multi-asset approach
Aiming to reduce downside risk via diversification
Tactical asset allocation within pre-defined ranges

Aims to deliver performance through all types
of economic cycle
Invests in UK equities (direct) and specialist 3rd party
managers for overseas equities, fixed interest, property
and alt assets

CF Miton Diversified Growth Fund
Growth Fund | £160m | Risk rated 6
Performance 2013: 15.8% vs 14.5%
5 year: 75% vs 60.4%
Aims to deliver long term equity returns with lower
risk/volatility
Aims to deliver performance through all types
of economic cycle

Pictured above: Stuart Eaton, David Warnock and Alex Dymock
Seneca Investment Managers, Horton House, Exchange Flags, Liverpool, L2 3YL
0151 906 2450 | www.senecaim.com

5

http://www.senecaim.com

Table of Contents for the Digital Edition of Onside Issue 1 - Spring/Summer 2014