reports
- James Carthew
Walking the walk
In mid-2017, Seneca Global Income & Growth Trust’s (SIGT’s) manager set out a clear road map of how it would reduce gradually the trust’s equity weighting over the next couple of years. The manager has been sticking to this plan and, in this report, we update on the changes it has been making to SIGT’s portfolio. The manager expects to see a global recession in 2020 with a global bear market in equities commencing in 2019. The aim is that SIGT will be meaningfully underweight equities as develop...
- James Carthew
Walking the walk
In mid-2017, Seneca Global Income & Growth Trust’s (SIGT’s) manager set out a clear road map of how it would gradually reduce the trust’s weighting to equities over the next couple of years. The manager has been sticking to this plan and, in this report, an update is provided on the changes that have been made to SIGT’s portfolio. The manager expects to see a global recession in 2020 with a global bear market in equities commencing in 2019. The aim is that SIGT’s portfolio will be meaningfully u...
- Matthew Read
Celebrating five years since strategy change
”‹It has been five years since Seneca Global Income and Growth Trust (SIGT) changed its strategy to allow its managers greater flexibility in managing its multi-asset portfolio. As this anniversary passes, SIGT has moved into the AIC’s flexible investment sector where it is one of the best-performing trusts, yet its return volatility is markedly below the peer-group average. Seven months ago, SIGT introduced a new discount control mechanism (DCM) that is keeping the Trust trading at close to a z...
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