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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.


Archives: In the Media



In the Media: Archives
[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
[VIEW] July 2020, The unintended consequences of living together- Why unmarried couples must ensure they have a valid will
[VIEW] May 2020, South African Wealth Manager Chosen for Global Top 100 List
[VIEW] May 2020, Andrew Ratcliffe CFP® Money Marketing
[VIEW] May 2020, Signing a will during lock down
[VIEW] March 2020, The Financial Planner of the Year award: Mark MacSymon
[VIEW] Feb 2020, Beware the Bequest
[VIEW] Jan 2020, Carefully consider your choice of executor.
[VIEW] Jan 2020, If you die who will raise your children?
[VIEW] January 2019, Relying on home-made capital
[VIEW] February 2019, Retirement benefits may not end up where you plan
[VIEW] February 2019, Retirement planning for age-gap couples
[VIEW] March 2019, Is your financial advisor compliant? Questions to ask
[VIEW] March 2019, OPINION: Declutter your portfolio
[VIEW] April 2019, Is your financial advisor compliant?
[VIEW] April 2019, Your retirement benefits may not end up where you plan
[VIEW] May 2019, The VAT trap for professionals
[VIEW] May 2019, Who should be appointed as your executor?
[VIEW] June 2019, SA tax implications of emigration
[VIEW] June 2019, Clients ‘extremely happy’ with wealth managers – survey
[VIEW] July 2019, Private Client Holdings wins prestigious international award
[VIEW] Dec 2018, Seasons Greetings
[VIEW] Sept 2018, Market Overview
[VIEW] Sept 2018, 10 Key questions to ask your tax...
[VIEW] Aug 2018, Need for a Living Will
[VIEW] Jul 2018, Death and Marriage
[VIEW] Jun 2018, Tax implications of working offshore
[VIEW] Apr 2018, Needs for a living will
[VIEW] Apr 2018, Estate Planning and practising dying
[VIEW] Feb 2018, Origins of trust companies
[VIEW] Jan 2018, The digital age, passwords and your...
[VIEW] Jan 2018, A Foreign Estate requires careful...
[VIEW] Dec 2017, Beware the potential tax pitfalls of earnings through Airbnb
[VIEW] Nov 2017, How the 2017/2018 budget will hurt you
[VIEW] Oct 2017, Best Adviser Firm in South Africa announced
[VIEW] Oct 2017, Private Client Holdings’ winning streak continues
[VIEW] Sep 2017, Tax efficiency for sole proprietors
[VIEW] Aug 2017, Science beats psychology in advice, says S Africa’s PCH
[VIEW] Jul 2017, What is a Family Office?
[VIEW] Jun 2017, Ensuring the survival of a business from one generation to the next
[VIEW] May 2017, How effective payroll management could save your business and your family wealth
[VIEW] April 2017, The tax implications of selling your primary residence
[VIEW] Dec 2016, Davis Tax commission report
[VIEW] Nov 2016, Good brands are not always good investments
[VIEW] Oct 2016, Women need different financial advice to men
[VIEW] Sep 2016, Smart Beta - Diffusing the Active vs Passive investment debate
[VIEW] Aug 2016, New Collective Investment Scheme (CIS) launched by Private Client Holdings
[VIEW] Jul 2016, Smart Beta - Diffusing the Active vs Passive investment debate
[VIEW] May 2016, Are you letting your adult children drain your finances?
[VIEW] Mar 2016, The concept of “domicile” as a law and its far reaching effects
[VIEW] Feb 2016, Volatility and drawing a retirement income