JSA All Share

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.

PCH BROCHURE

PCH CLIENT LOGIN

WHAT IS A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT?

PRIVATE CLIENT HOLDINGS
Jul 11, 2024
1 min read

According to data from the London Business School, family offices worldwide control some $10tn in assets and are becoming an increasingly important investment force. With Intelligence predicts that family offices globally will reach $11.41tn in assets under management by 2026. In South Africa, the family office service has become a fast-growing wealth management segment with an AfrAsia Bank Africa Wealth Report predicting that total private wealth in Africa will reach $2.6tn by 2030.

You can read the full article as published by MoneyMarketing [here]

Comments

bottom of page