Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.48% | 0.87% | 0.61% |
| 3 Months | 3.01% | 0.38% | 2.63% |
| 6 Months | 8.32% | 0.87% | 7.45% |
| 1 Year | 18.31% | 2.78% | 15.53% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 15.64% | 5.03% | 10.61% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.03% | 1.69% | -0.18% | 1.48% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -1.34% | 0.87% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.16% | 0.81% | 1.16% | 0.61% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.34% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.23% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.11% |
| 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 | 446.4 | 515.5 | 578.4 | 666.7 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 421 |
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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