How can we assist you in managing
your wealth today?
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] 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
[VIEW] Mar 2021, Tax and technology – where do accountants fit in?
[VIEW] Feb 2021, A foreign estate requires careful planning
[VIEW] Jan 2021, Financial wellbeing starts with a loose tooth and a mouse
[VIEW] Sep 2020, Can South Africans rebuild their wealth after lockdown?
[VIEW] Aug 2020, Why using an AMC is a tax efficient investment vehicle for offshore investing In COVID-19 bear market
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] 2020 04 PCH Perspectives
[VIEW] 2020 03 PCH Perspectives
[VIEW] 2020 02 PCH Perspectives
[VIEW] 2020 01 PCH Perspectives
[VIEW] 2019 12 PCH Perspectives
[VIEW] 2019 11 PCH Perspectives
[VIEW] 2019 10 PCH Perspectives
[VIEW] 2019 09 PCH Perspectives
