VT Seneca Diversified Growth Fund B Accumulation
|Royal London Cash Plus Y Acc||9.51 %|
|Royal London Shrt Dur Glbl HY Bd Z£Inc||6.75 %|
|iShares MSCI Japan ETF USD Dist||5.58 %|
|Goodhart Ptnrs Hrz HMG Glb Em Mkts Eq A£||4.45 %|
|Invesco European Equity Inc UK Z Acc||4.20 %|
|Samarang Asian Prosperity A1 Cap||3.28 %|
|AJ Bell PLC||2.74 %|
|Royal London Sterl Extra Yld Bd Z||2.64 %|
|Prusik Asian Equity Income B USD||2.57 %|
|Investec Glb Gold I Acc GBP||2.29 %|
|United Kingdom||44.60 %|
|Asia - Emerging||7.43 %|
|Financial Services||23.40 %|
|Consumer Cyclical||14.33 %|
|Basic materials||10.10 %|
|Consumer Defensive||6.97 %|
|Communication Services||6.06 %|
|Real Estate||5.18 %|
Tom is responsible for overseas equity, sector and thematic research across the Seneca IM mandates. He has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance. After beginning his career as an investment analyst for Royal Liver Asset Managers, he later joined Seneca IM in October 2011. He has been the assistant fund manager on the CF Seneca Diversified Growth Fund since February 2016.
Mark is responsible for UK equity research across Seneca IM’s investment mandates. He is also the lead fund manager of the CF Seneca Diversified Growth Fund. Mark started his career at Seneca IM after graduating from University of York with a BSc degree in Economics. He is a CFA Charter holder and an accredited member of the CFA Institute. Mark has been the Co-Fund Manager on the CF Seneca Diversified Growth Fund since 12 July 2011, taking over as lead manager in February 2016.
Data provided by Morningstar.
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