Fund Factsheets
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This Fund is designed for investors seeking capital growth over the long term and are less concerned about capital losses over the short term. It is ideally suited for:
The return objective of this Fund is to outperform a benchmark of inflation + 5% per annum over rolling 5 year periods while the risk objective is to protect capital over a rolling 4 year periods. The strategy that this Fund follows to achieve its return and risk objectives is:
* Protected Equity is effectively an exposure to the equity market but with the necessary protection in place to protect it from large capital losses. Click here to open an account with Seed This Fund is designed for moderate investors who are mindful of capital protection, but also expect capital growth in real terms. It is ideally suited for:
The return objective of this Fund is to outperform a benchmark of inflation + 4% per annum over rolling 2 year periods while the risk objective is to protect capital over rolling 12 to 18 month periods. The strategy that this Fund follows to achieve its return and risk objectives is:
* Protected Equity is effectively an exposure to the equity market but with the necessary protection in place to protect it from large capital losses.
Click here to open an account with Seed This portfolio is designed for conservative investors who are extremely mindful of capital protection. It is ideally suited for:
The return objective of this portfolio is to outperform a benchmark of inflation + 3% per annum over rolling 2 year periods, while the risk objective is to protect capital over rolling 1 year periods. The strategy that this portfolio follows to achieve its return and risk objectives is:
* Protected Equity is effectively an exposure to the equity market but with the necessary protection in place to protect it from large capital losses.
Click here to open an account with Seed This portfolio is designed for investors who want to be fully invested into shares. These investors are more concerned about capital growth over the long term and are able to withstand capital losses over the short term. It is ideally suited for:
The return objective of this fund is to outperform the JSE ALSI Total Return Index over rolling 5 year periods. It should therefore outperform inflation + 7% per annum over rolling 10 year periods and protect capital over rolling 5 year periods.
Click here to open an account with Seed Seed invests some clients’ portfolios in a small selection of quality hedge funds. While hedge fund managers are regulated by the FSB, the legal structures are not. Seed makes use of a Hollard Endowment Policy to invest a dedicated portion of clients’ portfolios in local hedge funds. Seed does not manage a fund of hedge funds but is purely the consultant on this endowment product. This portfolio is designed for high net worth individuals with an appetite for further diversification from the more traditional asset classes. The minimum investment is R500 000 and as a result this product is ideal for those investors with a minimum investable portfolio of R2.5m. It is ideally suited for:
The return objective of the portfolio is to outperform cash plus 3% per annum over a rolling 5 year period while the risk objective is to protect capital over a rolling 3 year period. The portfolio is actively managed within the following asset class ranges:
Send us an email to recieve further information regarding the Seed Hedge Fund Portfolio This portfolio is designed for high net worth individuals that wish to externalise a portion of their ZAR based investments. The investor’s offshore allowance is used, therefore the minimum recommended investment is R500 000 and as a result this product is ideal for those investors with a minimum investable portfolio of R2.5m. It is ideally suited for:
The return objective of this portfolio is to outperform a benchmark of US Libor + 3% per annum over rolling 4 year periods while the risk objective is to protect capital (in USD) over rolling 3 year periods. The strategy that this portfolio follows to achieve its return and risk objectives is:
Click here to open an account with Seed This portfolio is designed for high net worth individuals that wish to externalise a portion of their ZAR based investments. The investor’s offshore allowance is used, therefore the minimum recommended investment is R500 000 and as a result this product is ideal for those investors with a minimum investable portfolio of R2.5m. It is ideally suited for:
The return objective of this portfolio is to outperform a benchmark of US Libor + 4% per annum over rolling 5 year periods while the risk objective is to protect capital (in USD) over rolling 4 year periods. The strategy that this portfolio follows to achieve its return and risk objectives is:
Click here to open an account with Seed Investors should note that past performance is no guarantee of future performance. Please download a complete risk disclosure below: |
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