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.
It is becoming more common for people to “not keep all their eggs in one basket” and diversify their investments into jurisdictions outside of South Africa. Whilst this is deemed to be financial savvy, it does raise the question about what will happen when you pass away while owning assets offshore? Are the foreign assets covered by a local South African Will? Do you need a Will for each place? Or will one “worldwide Will” do?
