How can we assist you in managing
your wealth today?
JSA All Share
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.
Our Services
At the risk of appearing boring, but for the sake of being complete, we offer the following services, as do most firms of CA's:
AUDITING AND INDEPENDENT REVIEWS
Our philosophy is that these processes should be more than just a compliance requirement. We see it as an opportunity for us to learn about your organisation and understand your business. This knowledge will enable us to provide you with an enhanced service in general, as well as services like tax consulting and management advice.
We can assist with the identification of weaknesses within a business when they're still insignificant and easy to mitigate. An audit also presents an opportunity for you as client, as we are at your premises when performing an audit and you have access to our professional and competent personnel, to assist with your enquiries. It is also an opportunity for you to learn more about your business in a different way and to understand the key indicators of a successful business.
Our services include:
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Attorney Trust Accounts
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Auditing of Non-profit organisations
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Compulsory Statutory Audits
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Estate Agent Trust Account Audits
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Independent Reviews
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Voluntary Statutory Audits
