Expert-managed portfolios tailored to your financial goals.
The strategy focuses on identifying and investing in customized opportunities available at attractive valuations, supported by strong business fundamentals. The approach may be launched in multiple series or tranches, aligned with the availability of suit
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 4.99% | 0.45% | 4.54% |
| 3 Months | 4.13% | -3.13% | 7.26% |
| 6 Months | -9.98% | 3.24% | -13.22% |
| 1 Year | 30.63% | 17.3% | 13.33% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 74.11% | 8.29% | 65.82% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.82% | 4.99% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.52% | 4.54% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.34% | 0% | -0.34% | 0% | 0% | 43.76% | -0.24% | 1.53% | -12.93% | -0.7% | 0% | 0% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | 3.09% | 7.74% | -7.66% | -3.18% | -3.54% | 40.08% | 2.47% | 3.28% | -14.17% | -4.97% | -0.96% | 0.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 0% | 0% | 22.42% | 6.24% | 21.04% | -0.31% | -0.01% | 33.31% |
| Benchmark | -- | -- | -- | -- | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -0.83% | -7.05% | 17.98% | 5.28% | 18.95% | 6.14% | -0.07% | 34.81% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 815.2 | 855.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 710.9 | 711.5 | 709.4 | 689.5 | 689.8 | 992.3 | 990.1 | 1003.7 | 871.5 | 843.1 | 843.1 | 843.1 |
| 2024 | -- | -- | -- | -- | 126.3 | 177.8 | 418.6 | 444.8 | 536.4 | 534.8 | 534.8 | 713.1 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.