TRUSTED PARTNERSHIPS DELIVER RESULTS

By Brian Butchart, Managing Director and CFP®, Brenthurst Wealth Management

Trust has always been an integral part of professional financial advice. But as disruptive technologies fundamentally change the way business is done, trust is increasingly becoming the trait that differentiates personal interac-tion from its automated counterpart and astute investors value this.

Furthermore, investors are more likely to trust an advisor when he/she believes their functional, emotional and ethical needs are being met. Especially if an advisor delivers on their objectives and has the investor’s best interest at heart.

Brenthurst Wealth has taken this a step further, and in another direction for that matter. We are actively involved and familiar with every ventricle of the funds we invest our client’s money in, building professional relationships with the asset managers we select. The communication lines are open, the strategies are transparent, and we are united in our ultimate investment objectives.

This, we see as a strategic advantage, as it provides our advisors with insights that the average advisor does not generally have access to.

Whilst we may not always agree on the investment thesis, the debate is a critical extension of our intellectual armoury, adding further value.

We see the alignment of asset management and advisory services as a growing trend, as advisors take increasing responsibility for the outcome of investment decisions.

As such we need to have a thorough understanding of our asset managers’ positioning, in order to offer comprehensive advice. This is becoming increasingly difficult with large investment houses where access to decision makers is restricted and communication more generic.

Our close association with Momentum Global Investment Management (MGIM), Mi-Plan and Counterpoint Asset Management, for example, illustrates this clearly and the results speak for themselves.

MOMENTUM GLOBAL INVESTMENT MANAGEMENT

The Brenthurst Global Balanced Fund, managed by MGIM since its inception in 2010, outper-formed the median manager in its peer *group¹ by more than 4% over the last 5 years.

The recently launched Brenthurst Global Equity fund, managed by MGIM provides a unique opportunity to invest solely in international ETF’s and index trackers and is one of the most cost-effective global funds approved by the FSCA. The fund delivered stellar returns YTD and since inception just over a year ago.

MGIM has a stable, energetic investment team that understands what investors really need and provide a hands-on approach to Brenthurst with insight and accessibility to their process and research which is in turn conveyed to clients.

MI-PLAN

The Global IP Opportunity *Fund² and the Mi-Plan IP Global Macro *Fund² are managed by Mi-Plan and are Multi Asset flexible global funds, investing primarily in foreign markets. The objective of the portfolios is to achieve capital appreciation over the medium to long term and there are no limitations on the relative exposure of the portfolios to any asset class.

The investment case for us is their focused exposure to the world’s equity markets with the aim of achieving capital growth. We also appreciate their ability to tactically allocate to bonds, property and cash to exploit market conditions and mitigate risk, using diversification by investing across the world’s major exchanges.

The Global IP Opportunity Fund delivered exceptional returns and in a very competitive investment category, with the Mi-Plan IP Global Macro Fund winning the Best (South African- domiciled) global multi-asset flexible fund Raging Bull award for three consecutive years (2016, 2017 and 2018), beating more established and well-known asset managers in this category.

IN ADDITION, THE LOCAL MI-PLAN IP ENHANCED INCOME *FUND² USED WITHIN OUR LOCAL STRATEGY DELIVERED STELLAR RETURNS (11.95% OVER 12 MONTHS TO END JUNE 2019) BEATING MONEY MARKET AND INFLATION BY A HANDSOME MARGIN.

Similarly, our relationship with Counterpoint Asset Management is deeper than simply an advisor-asset manager, as we have a direct line to the fund managers and use Counterpoint’s acumen to provide our team with input in terms of asset allocation and investment opportunities. The boutique fund manager boasts a team of very experienced professionals and has delivered an impressive set of results for our clients over the past few years.

The full suite of domestic funds (Balanced, Fixed Income and Equity Funds) remain ahead of their peers, with the Balanced Plus Fund deserving special mention for achieving top quartile performance over 1 and 3 years annualised. Consequently, this year the Counterpoint SCI Cautious and Balanced Plus Funds have regularly featured in the widely read Corion Report, featuring in the top 5 performing funds in their respective categories over multiple periods.

Selecting and establishing professional relationships with these top performing asset managers have proved rewarding for both Brenthurst Wealth and its clients. We are, however, cognizant of the level of risk taken to achieve these results and are wary of managers that have outsized positions that yield impressive returns only to collapse once the position unwinds and therefore tend to focus on managers that consistently deliver.

Brenthurst is well aware of the current global risks posed to investment strategies and therefore value and will continue to build professional relationships such as these, to enable the successful navigation of extreme political, economic and market volatility with the objective of mitigating risk and delivering consistent long-term returns to clients.

CONSULT ANY OF BRENTHURST’S FOURTEEN HIGHLY-QUALIFIED INVESTMENT ADVISORS WHO CAN ASSIST YOU IN CREATING A TRULY GLOBAL INVESTMENT PORTFOLIO
TO BUILD, PROTECT AND GROW WEALTH REQUIRES A LONG-TERM FINANCIAL PLAN AND INVESTMENT STRATEGY

As independent advisors we select investment opportunities from the entire global investment universe across several providers, asset managers and geographies.

The funds highlighted here are only a few of the well-established relationships used to construct portfolios; dependent on a client’s particular financial objectives and investment plan.

CONSISTENT EXCELLENCE SETS US APART

We are exceptionally proud to announce Sonia Du Plessis, head of our Stellenbosch office, was voted TOP FINANCIAL ADVISOR IN SA, 2019. Sonia has been with Brenthurst for 15 years and is a Certified Financial Planner. Brenthurst Wealth ranked as the TOP BOUTIQUE WEALTH MANAGER in SA 2017, runner up in 2018 and in the TOP 4 in the 2019 Intellidex Private Bank & Wealth Manager award.