SIF, PMS and AIF: Each Product Has a Different Role

SIF, PMS and AIF should not be viewed as substitutes for each other. Each category has a different structure, purpose, minimum investment level, liquidity profile, and investor suitability.

SIF may add strategy-led exposure, PMS may offer customized listed portfolio management, and AIF may provide access to alternative opportunities. The right mix depends on the investor’s profile and portfolio need.

A strong portfolio is not created by adding every product. It is created by assigning the right role to the right product.

Truvest Insight: Product clarity improves portfolio clarity.

Disclaimer: Educational only. Not investment advice.