Fund Fact Sheets

 

Private Client Portfolios utilises a blended approach to its investment decision-making process and is thus not constrained to a particular style or investment approach. We believe that by blending the different styles we will deliver out-performance (Alpha) over the long term.

 

Our offering includes a range of local and offshore portfolios which is invested in listed securities, including companies listed both locally and abroad, listed property and exchange traded funds. Each portfolio is designed to meet specific needs and to assist clients in achieving their financial goals as part of a comprehensive financial wealth management plan.

MULTI-MANAGER

 

LOCAL

[VIEW] PCH High Income Portfolio (Investec)

[VIEW] PCH Offshore Balanced Feeder Portfolio (Investec)

[VIEW] PCH Offshore Aggressive Feeder Portfolio (Investec)

[VIEW] PrivateClient BCI Low Equity Fund

[VIEW] PrivateClient BCI Medium Equity Fund

[VIEW] PrivateClient BCI High Equity Fund

[VIEW] PrivateClient BCI Worldwide Flexible Fund ( A )

[VIEW] PrivateClient BCI Worldwide Flexible Fund ( B )

 

OFFSHORE

[VIEW] PCH Offshore Balanced Portfolio (GS)

[VIEW] PCH Offshore Balanced Portfolio (GSF)

[VIEW] PCH Offshore Aggressive Portfolio (GS)

[VIEW] PCH Offshore Aggressive Portfolio (GSF)

[VIEW] PCH Offshore Balanced Portfolio (MWI)

[VIEW] PCH Offshore Aggressive Portfolio (MWI)

[VIEW] PCH Offshore Balanced Portfolio (IP+)

[VIEW] PCH Offshore Aggressive Portfolio (IP+)

 

SEGREGATED PORTFOLIOS

 

LOCAL

[VIEWPCP Core Equity Portfolio

[VIEW] PCP Opportunities Portfolio

[VIEW] PCP Balanced Portfolio

[VIEW] PCP High Income Portfolio

OFFSHORE

[VIEW] PCP Offshore Equity Segregated Portfolio

[VIEW] PCP Offshore Balanced Segregated Portfolio

ACTIVELY MANAGED CERTIFICATE

[VIEW] PrivateClient Global Growth Portfolio

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Disclaimer   |   © 2018 Private Client Holdings

Private Client Holdings is an authorised Financial Services Provider.

The licences we hold with the Financial Services Board are:

Private Client Holdings – FSP 613

Private Client Portfolios – FSP 399 78

Private Client Wealth Management – FSP 399 79