Global Funds
Traditional Investments
Investments not correlated to alternative markets
Managed by Brentwood Wealth Asset Management Ltd
Category II Fund Manager
Brentwood Wealth Asset Management Ltd. is a multi-asset, multi-strategy fund manager of alternative investment funds and products across private debt, hybrid capital, real-estate, private equity and venture capital. It manages a portfolio of funds that are aligned with Regulation 28 of the Pension Funds Act and is structured to protect, preserve and compound our clients' wealth to ensure their future prosperity.
Brentwood Wealth Asset Management Ltd. is an authorised financial services provider (FSP. 45936)
South African Listed Funds
Local Investment Platform Funds
Brentwood offer two Section 12J compliant venture capital funds dedicated to solely investing in South African Venture Companies.
Brentwood Cash Plus Portfolio
Brentwood Flexible Income Portfolio
Brentwood Cautious Portfolio
Brentwood Moderate Portfolio
Brentwood Growth Portfolio
Brentwood Global Cash Plus USD Portfolio
Brentwood Credit Opportunities Fund 1
Brentwood Credit Opportunities Fund 2
Brentwood Moderate Risk Fund 1
Brentwood Moderate Risk Fund 2
UK Listed
Funds
Section 12J
Our core investment principles focus on risk mitigation and capital preservation, namely:
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Deliver a tax-compliant structure
Secure the investor’s tax benefit over the requisite 5-year investment period. -
Capital preservation
Underlying investments are asset- or property-backed. These de-risk the investment and generate predictable income streams. -
Attractive risk-adjusted returns
Target an attractive internal rate of return (IRR) on exit and select the option for annual yield. -
Exit strategy
Guarantee an efficient and clearly defined exit strategy for investors after 5 years.
Venture Capital
Funds
Section 12J
Brentwood Moderate Risk Fund I (Pty) Ltd
Capital Growth Fund
Registration number: 2017/309130/07
Venture Capital Company number: VCC 0162
Financial Services Conduct Authority number: FSCA 49687
Brentwood Moderate Risk Fund II (Pty) Ltd
Income Growth Fund
Registration number: 2017/110179/07
Venture Capital Company number: VCC 0164
Financial Services Conduct Authority number: FSCA 49721
Alternative Investment Strategy
Hospitality - Game Lodge
An investment into a Brentwood Venture Capital Company (VCC) is fully tax-deductible. It combines the Brentwood strategies investment into a single offering that gives investors exposure to the South African tourism and hospitality sectors.
This strategy invests into a portfolio of well-located, property backed, income-generating hotel game lodge businesses all over South Africa. These are located in some of the most scenic game and wildlife reserves.
Tourism – both domestic and international – is an enormous contributor to the economy. According to the South African Tourism Strategy, Insights and Analytics, Unit Q4 2017 report tourism contributed some R31,3 billion to the economy during those three months. Stats SA's latest annual Tourism Satellite Account for South Africa report estimates that the tourism sector contributed 2.9% of the country’s GDP in 2016, making tourism a larger contributor than agriculture.
Investments by Brentwood into Hospitality (Game Lodges) aims to provide investors with a return of 17% per annum (after fees and investor exit tax).
Student Accommodation
Brentwood Venture Capital Company investment is a fully tax-deductible South African investment. It provides growth capital to a portfolio of low-risk, asset-backed student rental accommodation businesses with strong contractual revenue streams. We have a lot of investment opportunities in student accommodation developments.
Investments by Brentwood into Student Accommodation Projects aims to give investors a return of 7–8% per annum (after fees and investor exit taxes).
Renewable Energy
Brentwood Venture Capital Company investment is a fully tax-deductible South African investment. It provides growth capital to a portfolio of low-risk, asset-backed student rental accommodation businesses with strong contractual revenue streams. We have a lot of investment opportunities in student accommodation developments.
Investments by Brentwood into Student Accommodation Projects aims to give investors a return of 7–8% per annum (after fees and investor exit taxes).
Petro Ports
A South African investment in a Brentwood Venture Capital Company is fully tax-deductible. It provides growth capital to a portfolio of fixed property-backed operating businesses alongside experienced, reputable entrepreneurs from all over South Africa.
We at Brentwood pursues to invest in businesses that generate predictable revenue streams, but where these revenue streams are not necessarily contractually committed. We have a string of investment opportunities in petrol stations and petrol ports with accommodation and hospitality.
Investments by Brentwood into Petro Port Businesses aims to provide investors with a return of more than 20% per annum (after fees and investor exit tax), including a potential semi-annual dividend.
Responsible Investments
A South African investment in a Brentwood Venture Capital Company is fully tax-deductible. It provides growth capital to a portfolio of fixed property-backed operating businesses alongside experienced, reputable entrepreneurs from all over South Africa.
We at Brentwood pursues to invest in businesses that generate predictable revenue streams, but where these revenue streams are not necessarily contractually committed. We have a string of investment opportunities with a positive impact on social, environmental or governance protocols of an operation.
Investments by Brentwood into Responsible Investments aims to provide investors with a return of more than 15% per annum (after fees and investor exit tax), including a potential semi-annual dividend.