What percentage of my portfolio should I put into PMS?
Published 19 September 2026
If PMS is meant to be a satellite and not the core of the portfolio, how much allocation is reasonable without letting one strategy dominate my wealth?
A broad framework is that a PMS can potentially make sense as around 10%, 15% or 20% of the equity portfolio, depending on risk appetite, goals, liabilities and the investor’s overall financial situation.
The exact number is not the main point.
The main point is that the PMS should remain a satellite and should not become such a large part of the portfolio that one manager or one strategy determines your entire outcome.
PMS should add to the portfolio, not dominate it.
“Generally speaking, a PMS can make sense up to say 10%, 15% or 20% of your equity portfolio.”
“The PMS should add to your portfolio and not dominate your portfolio.”
This is not personalized investment advice. Your portfolio size, goals, liabilities and risk tolerance may be different, so assess your own situation and discuss it with your financial advisor.
The exact number is not the main point.
The main point is that the PMS should remain a satellite and should not become such a large part of the portfolio that one manager or one strategy determines your entire outcome.
PMS should add to the portfolio, not dominate it.
“Generally speaking, a PMS can make sense up to say 10%, 15% or 20% of your equity portfolio.”
“The PMS should add to your portfolio and not dominate your portfolio.”
This is not personalized investment advice. Your portfolio size, goals, liabilities and risk tolerance may be different, so assess your own situation and discuss it with your financial advisor.