MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Fund is to provide a stable income (of 4% per annum) and capital growth over the medium term, and it aims to achieve a return over the full investment cycle (not being less than 5 years) of 5% over the return that could be expected from long term cash deposits. Capital in the Fund is at risk and there is no guarantee that the investment objective will be achieved over this or any other time period.

Fund Managers

Richard Parfect

Each fund is now managed through our team approach. Richard applies our value driven approach to his specific focus on specialist assets for Seneca IM. Richard is a Fellow of the CISI and was a founder of Seneca IM in 2002. He previously worked as a UK equity analyst at Merseyside Pension Fund and started his career at Neilson Cobbold. Richard retains portfolio oversight responsibilities for LF Seneca Diversified Income Fund (process, implementation, cash and cash flow management) however each fund is now managed through our team approach.

Mark Wright

Each fund is now managed through our team approach. Mark is responsible for UK equity research across Seneca IM’s investment mandates. He began his career at Seneca IM after graduating from University of York with a BSc degree in Economics. Mark is a CFA Charter holder and an accredited member of the CFA Institute. Mark retains portfolio oversight responsibilities for LF Seneca Diversified Growth Fund (process, implementation, cash and cash flow management) however each fund is now managed through our team approach.

Tom Delic

Each fund is now managed through our team approach. 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. Tom retains portfolio oversight responsibilities for LF Seneca Diversified Growth Fund and LF Seneca Diversified Income Fund (process, implementation, cash and cash flow management) however each fund is now managed through our team approach.

Gary Moglione

Each fund is now managed through our team approach. Gary joined Seneca in April 2018 and is responsible for our third party fund selection alongside Tom Delic. He has worked in the investment industry since 1999 with a major portion of this specialising in fund selection both on a fund of funds and a multi-manager basis. Gary retains portfolio oversight responsibilities for Seneca Global Income & Growth Trust (process, implementation, cash and cash flow management) however each fund is now managed through our team approach.