12 Montrose Avenue, Craighall Park
27 (11) 789 1255
andreat@brantam.co.za

Investing for value, Investing for growth, Investing for your future.

Sustaining financial growth is about constantly monitoring the market environment, and then selecting and refining investment portfolios to balance income with volatility.  

BRANTAM FINANCIAL SERVICES HOLDINGS (PTY) LTD
Registration No. 1987/005024/06 | FSP Licence Number 544

Providing you with a broad-based wealth management service

Since its founding in 1987, the Brantam Group has focused its attention solely on the management of investments for the private client market, with a strong emphasis in the retirement industry, including the employee benefits market.

 

Actively managed, focused funds

We offer 6 different funds, each one with a different risk profile. By concentrating on only 6 funds, we are able to dedicate more time and resources to the management of these funds as opposed to trying to manage a multitude of individual portfolios. Each fund is actively managed by the investment team.

CLASSIC PORT

A conservative portfolio designed to generate high yields for those who require an income from their investment.

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CABERNET

This well balanced portfolio offers a considered mix of income and capital growth for the mature investor.

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CHARDONNAY

This “Medium Risk” fund was created for the investor looking for superior long term capital growth.

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SHIRAZ

This fund is designed for aggressive growth, but with strong emphasis on research to provide security.

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CHAMPAGNE

This fund has a “flexible” mandate for the adventurous investor looking for a quick return on their investment.

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CLARET

A basket of Rand-denominated funds that provides investors with access to global markets and investments.

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Please note that Merlot, a medium volatility offshore fund, is only available to existing Merlot clients.

HOW WE WORK

Our Approach

Creating investment value is a little like cultivating a fine wine. It begins with a deep understanding of the environment in which we operate. We select our stock carefully and with great consideration – looking for the best selections that are likely to thrive in our current environment.

We monitor constantly for any risks and track how the local economy is weathering global storms. To ensure consistency, we balance and blend for richness and maturity.

And finally, we accept the importance of cultivating patience, before we get to enjoy the final result.

Contact our specialists for an in-depth analysis of your portfolio.

Our Investment Team

Derek Sumption

dereks@brantam.co.za

Paul Argent

paula@brantam.co.za

Tarryn McDairmant

tarrynd@brantam.co.za

Debbie De Freitas

debbied@brantam.co.za

Soraya Moosa

sorayam@brantam.co.za

Janis De Freitas

janisd@brantam.co.za

Andrea Tayler

andreat@brantam.co.za