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JSA All Share
Private Client Holdings Performance
Private Client Holdings Performance
Private Client Holdings Performance
Private Client Holdings Performance
The objective of the PCP CORE EQUITY PORTFOLIO is to provide long-term capital growth through a diversified portfolio of JSE-listed shares. The portfolio aims to outperform the All Share Index over the medium term, assuming an above average level of risk in the short term.
The PCH Core Equity Portfolio invests in quality businesses at reasonable prices with the aim of holding for the long term. The PCH investment team makes use of portfolio models which base share selection on fundamental factors, while using quantitative statistics to buy and sell at preferential levels.


In the Media:
[VIEW] Jan 2022, Wills and the Global Investor: Does One Worldwide Will Suffice?
[VIEW] Dec 2021, Your Balance Sheet & Divorce
[VIEW] Sep 2021, Alternative Funding for Small Businesses
[VIEW] Aug 2021, Home Office Expenses: To Claim or Not to Claim?
[VIEW] July 2021, Top Wealth Manager in SA 2021, Blue Chip
[VIEW] Jun 2021, Changing the world through responsible business practice
[VIEW] May 2021, Unexpected expenses that could ruin your retirement plans
[VIEW] Mar 2021, What we all can learn from the Zulu Royal household

Our Awards
[VIEW] Jun 2021, Top Private Banks and Wealth Managers Financial Mail
[VIEW] Jun 2021, Private Client Holdings Wins Multiple Intellidex Awards
[VIEW] Jun 2021, Intellidex Top Private Banks & Wealth Managers 2021 Report
[VIEW] March 2020, Top 100 Independent Advisers in the world: Andrew Ratcliffe CFP®
[VIEW] Jul 2019, Intellidex Awards Announce SA’s Top Private Banks & Wealth Managers
[VIEW] Nov 2018, International Advisor Best Practice Awards Announced
[VIEW] Oct 2017, New financial planner of the year announced
[VIEW] Oct 2017, Financial Planner of the Year: Mark MacSymon

Market Reviews
[VIEW] 2021 10 PCH Perspectives
[VIEW] 2021 09 PCH Perspectives
[VIEW] 2021 08 PCH Perspectives
[VIEW] 2021 07 PCH Perspectives
[VIEW] 2021 06 PCH Perspectives
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[VIEW] 2021 04 PCH Perspectives
[VIEW] 2021 03 PCH Perspectives
[VIEW] 2021 02 PCH Perspectives
[VIEW] 2021 01 PCH Perspectives