The SEEDS fund is designed for long-term capital growth, where investments are held over a multi-year period. The fund enables investors to receive immediate exposure to a diversified list of carefully selected stocks, with the option to pay in monthly instalments. This fund has historically achieved an average annual return of more than 20%.
Companies qualify for entry into the SEEDS fund primarily based on a thorough fundamental analysis of their business model, with particular emphasis on the value of the product / service offering. Other screening criteria such as market capitalization and debt levels are also used.
SEEDS is an investment program for the long-run, it consists of a healthy basket of diversified stocks, taking into consideration size, style and economic sectors and cycles. Security selection is based on both macroeconomic and fundamental analysis.
Our team of specialists use deep financial planning expertise to create and manage a tailored investment plan for each and every client.
Through discussion, we learn your goals and what risk you are comfortable with
We design a customized investment plan and portfolio
We put your portfolio to work and continually optimize it over time
You can easily track your investment online and call us for assistance
Taking a wide range of factors into consideration – including return objectives, risk tolerance and time horizon, we design the optimal plan for you. Talk to us to learn more about our approach to designing the optimal investment plan.