Fund Factsheets Print E-mail

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:

  1. Investors whose investment horizon is more than 5 years.
  2. Investors that are more than 5 years away from retirement.
  3. Older investors that have substantial assets and where enough assets have been set aside in a moderate portfolio to finance their income requirements over at least five years.

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:

  1. Select top quality fund managers with excellent track records.
  2. Actively manage the Fund within the following asset class ranges:
 Seed Flexible Fund Tactical Limits Strategic Allocation
RSA Equity 30.0% - 75.0% 55.0%
RSA Protected Equity 0.0% - 20.0% 0.0%
RSA Fixed Income 5.0% - 45.0% 22.5%
RSA Property 0.0% - 20.0% 7.5%
Offshore Assets 0.0% - 25.0% 15.0%
   


* Protected Equity is effectively an exposure to the equity market but with the necessary protection in place to protect it from large capital losses. 

Seed Flexible Fund Fact Sheet

Seed Application Form 2012

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:

  1. Older investors who need a medium risk portfolio with proceeds that they can use to finance their required income in later years. 
  2. Investors closer to retirement (<5 years from retirement) who seek a diversified portfolio without being overly conservative. 
  3. Investors with an investment horizon of between 3 and 5 years.

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:

  1. Select top quality fund managers with excellent track records.
  2. Blend absolute return strategies to optimise consistency of returns.
  3. Actively manage the portfolio within the following asset class ranges:

Local Moderate Growth (Pension) /        Multi Asset Class (Pension)

Tactical Limits Strategic Allocation
RSA Equity 20.0% - 50.0% 35.0%
RSA Protected Equity 0.0% - 20.0% 10.0%
RSA Fixed Income 10.0% - 50.0% 30.0%
RSA Property 0.0% - 20.0% 10.0%
Offshore Assets 0.0% - 25.0% 15.0%
       

* Protected Equity is effectively an exposure to the equity market but with the necessary protection in place to protect it from large capital losses.

iconSeed Absolute Return Fund Fact Sheet

Seed Application Form 2012

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:

  1. Older investors who need a regular income.
  2. Investors with an investment horizon of less than 3 years.

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:

  1. Select top quality fund managers with excellent track records.
  2. Actively manage the portfolio within the following asset class ranges:
Local Conservative Tactical Limits Strategic Allocation
RSA Equity 0.0% - 25.0% 12.5%
RSA Protected Equity 0.0% - 20.0% 7.5%
RSA Fixed Income 30.0% - 80.0% 55.0%
RSA Property 5.0% - 30.0% 15.0%
Offshore Assets 0.0% - 25.0% 10.0%

* Protected Equity is effectively an exposure to the equity market but with the necessary protection in place to protect it from large capital losses.

iconSeed Conservative Portfolio Fact Sheet

 

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:

  1. Investors whose investment horizon is more than 7 years.
  2. Older investors who have substantial assets and where enough assets have been set aside in a moderate portfolio to finance their income requirement over at least seven years. with a portion of these assets invested in this portfolio. 

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.


At least 75% of the assets will at all times be invested into the local market, but up to 20% may be held in cash and up to 15% in offshore instruments.

iconSeed Model Share Portfolio Fund Factsheet

 

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:

  1. Investors whose investment horizon is more than 5 years.
  2. Investors who does not need immediate liquidity from the investment.
  3. Investors who are seeking further diversification.

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:

Local Hedge Funds  Tactical Limits Strategic Allocation
RSA Hedge Funds 40.0% - 100.0% 100.0%
RSA Cash 0.0% - 60.0% 0.0%
       

 

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:

  1. Investors whose investment horizon is more than 5 years.
  2. Investors who does not need immediate liquidity from the investment.
  3. Investors who are seeking further diversification.

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:

  1. Select top quality fund managers with excellent track records.
  2. Actively manage the portfolio within the following asset class ranges:
Offshore Moderate Tactical Limits Strategic Allocation
Global Equity 20.0% - 60.0% 40.0%
Global Fixed Income 20.0% - 60.0% 40.0%
Global Property 0.0% - 20.0% 10.0%
Global Alternative 0.0% - 40.0% 10.0%
       

iconSeed Offshore Moderate Potfolio Fact Sheet

 

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:

  1. Investors whose investment horizon is more than 5 years.
  2. Investors who does not need immediate liquidity from the investment.
  3. Investors who are seeking further diversification.

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:

  1. Select top quality fund managers with excellent track records.
  2. Actively manage the portfolio within the following asset class ranges:
Offshore Balanced Tactical Limits Strategic Allocation
Global Equity 40.0% - 80.0% 60.0%
Global Fixed Income 0.0% - 40.0% 20.0%
Global Property 0.0% - 20.0% 10.0%
Global Alternative 0.0% - 40.0% 10.0%
       

Seed Offshore Balanced Portfolio Fact Sheet

 

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:

icon Risk Disclosure (230.25 kB)