Expert-managed portfolios tailored to your financial goals.
Customised Discretionary Portfolio
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -11% | -11.37% | 0.37% |
| 3 Months | -12.88% | -13.94% | 1.06% |
| 6 Months | -8.3% | -9.62% | 1.32% |
| 1 Year | -3.73% | -3.12% | -0.61% |
| 2 Year | 3.76% | 1.32% | 2.44% |
| 3 Year | 14.09% | 12.89% | 1.2% |
| 5 Year | 12.08% | 11.76% | 0.32% |
| Since Inception | -1.43% | 11.37% | -12.8% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.45% | 0.35% | -11% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.89% | -0.1% | 0.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.68% | -5.88% | 6.56% | 2.64% | 2.69% | 3.52% | -2.9% | -1.85% | 0.97% | 3.84% | 0.86% | 0.51% |
| 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 | -0.25% | 1.86% | -0.76% | -0.54% | -0.85% | -0.16% | -0.19% | -0.1% | -0.27% | -0.43% | -0.1% | 0.75% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.47% | 1.56% | 8.71% | 5.14% | 1.78% | 0.85% | -5.12% | 0.16% | -2.22% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.03% | 0.73% | 1.66% | 0.7% | 0.82% | -1.24% | 1.33% | 0.1% | -0.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 18394.3 | 18464.2 | 16390.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 17892.8 | 16826.2 | 17921.1 | 18395.4 | 18890 | 19541.1 | 18970.1 | 18614.5 | 18781.3 | 18613.1 | 18771.6 | 18856 |
| 2024 | -- | -- | -- | 13817.8 | 14020.7 | 15236 | 18697.4 | 19212.1 | 19543.7 | 18529.2 | 18778.5 | 18572.6 |
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