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MULTIRANGE PORTFOLIO MANDATE DISCRETIONARY INVESTMENT MANDATE AGREEMENT BETWEEN MOMENTUM INVESTMENT CONSULTING (PTY) LTD Details of Investor: Title: Initials: First Name: Address: Surname/ Name of

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What is multi-manager portfolio mandate?

A multi-manager portfolio mandate is an investment strategy where multiple investment managers are employed to manage different segments or aspects of a single investment portfolio, allowing for diversified investment approaches and expertise.

Who is required to file multi-manager portfolio mandate?

Entities that utilize multi-manager structures for investment purposes, such as investment funds, pension funds, or financial advisors, are typically required to file a multi-manager portfolio mandate.

How to fill out multi-manager portfolio mandate?

To fill out a multi-manager portfolio mandate, one must provide detailed information regarding the investment strategy, selected managers, asset allocation, performance expectations, and the overall objectives of the portfolio.

What is the purpose of multi-manager portfolio mandate?

The purpose of a multi-manager portfolio mandate is to allow for enhanced diversification, to leverage the expertise of various managers, and to optimize portfolio performance through different investment styles and strategies.

What information must be reported on multi-manager portfolio mandate?

The multi-manager portfolio mandate must report information such as manager details, investment strategies, risk profiles, asset allocation, performance metrics, and any fees associated with the management.

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