PMS involves a professional portfolio manager managing a portfolio under an agreed mandate. It is important to understand the strategy, degree of concentration, reporting and costs before considering suitability.
A consultation can help you prepare questions about the manager's process, risks and terms. Product eligibility, minimum investment and availability must be checked against current regulations and provider documents.
Points to consider
- Concentrated portfolios can experience substantial losses.
- Review management fees, performance fees and other charges.
- Past performance does not establish future outcomes.
Frequently asked questions
Is PMS suitable for everyone? No. Eligibility, resources and risk capacity need careful assessment.
Are returns assured? No. Market-linked portfolios can lose value.
General education only. Product suitability, availability, costs and risks need individual consideration. Read the important disclosures.