South Africa has a well developed and proactively regulated financial services sector which compares favorably with those of industrialiSed countries. South African financial services sector has, as a result, attracted a lot of interest from within and abroad with a number of entities establishing offices in the country and others acquiring stakes in major South African institutions. This sector, despite being a concentrated sector, is still very competitive and continues to diversify its products and broaden its services within the context of international best practice. One brand to emerge out of this growth is Brantam Financial Services.
The Brantam Group of Companies was formed in 1987. Since that time, the company 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. Brantams suite of funds is divided into Classic port which is conservative, Cabernet which is medium to low volatility, Chardonnay which is medium volatility, Shiraz which is medium to high volatility as well as Champagne which is high volatility.
The This conservative portfolio has been designed with a dual purpose in mind – to provide a fund which generates high yields for those who require an income from their investment, and secondly, with it’s normally high exposure to Gilt’s and/or Cash, makes it ideally suited for long term growth with minimum risk to any major equity fluctuation.
Cabernet is a well balanced portfolio which offers a mix of income and capital growth. This portfolio was designed for the mature investor who wants some equity exposure, however, holds a reasonable fixed interest content to protect against any sudden stock market shocks.
Chardonnay is a “Medium Risk” fund which was created for the investor who is looking for superior long term capital growth. Although the portfolio will normally have a higher equity exposure than Classic Port and Cabernet, it will strive to maintain a balance between Blue Chip funds (when relevant); Growth Stocks and Niche Funds to provide minimal risk over a 36 month plus investment period.
Shiraz is a fund that has been designed for aggressive growth, but with strong emphasis on research to provide an element of security despite the high exposure to the equity markets. At no time will this portfolio move into totally dangerous territory.
Champagne fund carries a “flexible” mandate, in that it can deviate between all asset classes as we see fit at that time. It has been designed for the adventurous investor who is looking for a quick turn around on their investment, however, they are aware of the inherent risks in an aggressive portfolio.
Brantam Financial Services can be contacted on 0117891255.
