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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. We also have one offshore fund available for investors who desire a foreign currency option.
CLASSIC PORT
A conservative portfolio designed to generate high yields for those who require an income from their investment.
view fundCABERNET
This well balanced portfolio offers a considered mix of income and capital growth for the mature investor.
view fundCHARDONNAY
This “Medium Risk” fund was created for the investor looking for superior long term capital growth.
view fundSHIRAZ
This fund is designed for aggressive growth, but with strong emphasis on research to provide security.
view fundCHAMPAGNE
This fund has a “flexible” mandate for the adventurous investor looking for a quick return on their investment.
view fundCLARET
A basket of Rand-denominated funds that provides investors with access to global markets and investments.
view fundHOW 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
AJ Greig
aj.greig@brantam.co.za
Debbie De Freitas
debbied@brantam.co.za
Soraya Moosa
sorayam@brantam.co.za
Lauren Cutler
laurenc@brantam.co.za