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CONSISTENTLY EXCELLENT

 

ABOUT EFFICIENT PRIVATE
CLIENTS (EFPC)

 

EFPC is a licensed financial services provider (FSP 47481) and a subsidiary of Efficient Group Ltd. As a boutique investment firm that
specialises in the construction and management of private share portfolios, we provide access to domestic and global stock markets.
Our objective is to achieve benchmark-beating returns through innovative investment solutions, strategic partnerships and personal
relationships with our clients.

BEST VIEW MODEL PORTFOLIO

BEST VIEW MODEL PORTFOLIO

The EFPC Best View portfolio is an enhanced equity portfolio that combines the EFPC local and global equity portfolios with additional asset classes such as private equity, real estate, and commodities, amongst others.

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GLOBAL MODEL PORTFOLIO

GLOBAL MODEL PORTFOLIO

The EFPC Global House View (GHV) is a well-diversified global equity portfolio. The main purpose of the EFPC GHV is to find favourable long-term investment opportunities.

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GLOBAL EQUITY NOTE

GLOBAL EQUITY NOTE

Global Equity Note is an exchange traded note (ETN), listed on the JSE and therefore easily accessible for any investor. This ETN tracks the EFPC Global House View portfolio, a welldiversified global equity portfolio.

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LOCAL+ MODEL PORTFOLIO

LOCAL+ MODEL PORTFOLIO

The EFPC Local+ aims to preserve and grow wealth. This well-diversified portfolio consists of 18 to 26 quality shares listed on the JSE.

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Why invest in share portfolios?

Why invest in share portfolios?

Hedge against local uncertainty

Uncertainty weighs heavily on South Africa’s economy, currency, consumer and investor sentiment. Consequently, South Africa has a fundamentally weaker economy and currency.

Failure to implement the required structural reforms will continue to keep a lid on South Africa’s economic prospects. By investing offshore, domestic savings are hedged against local uncertainty and investments could benefit from a depreciating rand.

 


 

Greater investment opportunities

Global stock market capitalisation is concentrated in the United States, United Kingdom and Asia. The small size of the JSE relative to global stock markets means that South African investors have limited access to global investment opportunities if they only invest on the JSE. In our opinion, investors should consider all available investment opportunities, domestically and offshore, to maximise investment returns.

 


 

Greater portfolio diversification

An optimal diversification strategy reduces the inherent risk of investing in any one asset. Having access to a larger universe of investable assets (both domestically and offshore) could enable investors to spread their risk.

Last week, Statistics South Africa (Stats SA) reported on South Africa’s (SA’s) second quarter gross domestic product (GDP). We were glad to see that GDP growth came in better than expected. Consensus believed that growth in the second quarter would be somewhere around 0.9%, when measured against the previous quarter, but was, in fact, 1.2%....

More and more data from major economies in the Northern Hemisphere is showing that economic recoveries have started to lose steam. This is evident from both survey and hard-activity data that were released during the Northern Hemisphere’s summer break....

Markets in the United States (US) continued to reach new all-time highs in August. In fact, US equity valuations are now nearly as high as they were just before the dot-com meltdown. However, this by no means implies that we are heading in the same......

During the past week or so, there has been considerable talk about South Africa’s (SA’s) fiscal multiplier, a ratio that illustrates by how much output rises for each level of government spending....

Last week another collection of positive economic indicators emerged from the United States (US). Many more experts have, therefore, voiced the opinion that the US Federal Reserve (Fed) might start to curb their monetary support by the end of 2021....