Why Seneca's dynamic step may be a giant leap for investment trusts

First fund to be risk profiled by Dynamic Planner

clock • 2 min read

Seneca Global Income & Growth is one of a small, select number of multi-asset investment trusts. But as of last week, it carries another distinction, being the first investment trust to be risk-profiled by Dynamic Planner.

The lack of Dynamic Planner risk profiling for investment trusts has been a barrier to wider use of closed-ended vehicles for some time. Not the only barrier, it's true, but a significant one for a large segment of advisers who rely on Dynamic Planner to match their clients with suitable investments.  There was never any reason why Dynamic Planner could not risk profile investment trusts. They are, after all, just funds, and if they have a couple of extra moving parts - such as the ability to use gearing - these did not present any unsurmountable obstacle. Dynamic Planner brings in...

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