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.
Updated: Aug 1, 2023
Private Client Holdings was one of the first financial advisory firms in South Africa to establish itself as a leading player in the specialised family office field. In the world of finance, adaptation and evolution are key to staying relevant to meet the changing needs of clients. This is especially true for financial advisory firms.
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