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What is a mandate?

A mandate is an agreement with an investment manager that sets out how the money is to be invested. The mandate may specify an appropriate benchmark, acceptable investments and investment ranges.

 

A mandate structure means that the investments are managed separately on our behalf, and are not pooled with the external investment manager’s other investors or invested in one of the manager’s wholesale investment schemes.

 

Therefore, the performance of a mandate may differ from the underlying manager’s wholesale investment scheme.

 

However, using mandates gives us greater flexibility, including the ability to issue timely unit prices and to better control administration and reporting.

Please note!

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