Portfolio Management, Built Around a Defined Mandate
Portfolio Management Services provide a framework in which a registered portfolio manager manages a securities portfolio under an agreed mandate. Growwize facilitates access to eligible PMS offerings through applicable arrangements.
A Mandate-Led Approach
PMS portfolios are managed according to the investment mandate and strategy agreed with the relevant portfolio manager.
Direct Portfolio Structure
The service operates differently from pooled investment structures, with the portfolio managed for the individual client under the applicable arrangement.
Professional Management
The registered portfolio manager is responsible for managing the portfolio in accordance with the mandate and applicable regulatory requirements.
Know the Economics
Fees, charges, strategy, risks, reporting and other terms vary by portfolio manager and should be evaluated carefully.
Who May Consider PMS
PMS is generally positioned for investors who meet the applicable eligibility requirements and are comfortable with the characteristics, risks and minimum investment requirements of the service.
A Thoughtful Way Forward
Growwize can facilitate access and assist with relevant onboarding and administrative requirements. The investment mandate and portfolio management remain with the relevant registered portfolio manager.
Frequently Asked Questions
The relevant registered portfolio manager manages the portfolio under the applicable mandate.
No. Portfolio values and returns are subject to market risks.
Yes. Fees and charges depend on the relevant portfolio manager and arrangement.
Important Considerations
PMS is subject to the terms, risks, fees and disclosures of the relevant portfolio manager. Investors should review applicable documents carefully before proceeding.