Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.72% | 0.69% | 0.03% |
| 3 Months | 0.76% | -0.92% | 1.68% |
| 6 Months | 2.13% | 3.69% | -1.56% |
| 1 Year | 6.8% | 12.01% | -5.21% |
| 2 Year | 7.34% | 8.15% | -0.81% |
| 3 Year | 8.81% | 12.66% | -3.85% |
| 5 Year | 6.8% | 10.55% | -3.75% |
| Since Inception | 7.21% | 12.06% | -4.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.11% | 0.72% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.6% | 0.69% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.49% | 0.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | -0.41% | 1.14% | 0.63% | 0.15% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | 1.06% | 2.58% | 0.94% | 0.01% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -1.47% | -1.44% | -0.31% | 0.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 315.5 | 319.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 306.3 | 309.8 | 313.5 | 315.6 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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