Expert-managed portfolios tailored to your financial goals.
The portfolio follows a diversified equity strategy, focusing on investing in companies with established and emerging brands. The approach emphasizes strong business models, sustainable growth, and prudent risk management to build long-term value
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.71% | -0.51% | -0.2% |
| 3 Months | -7.82% | -3.8% | -4.02% |
| 6 Months | -4.81% | 3.36% | -8.17% |
| 1 Year | 8.75% | 15.07% | -6.32% |
| 2 Year | 0.21% | 8.29% | -8.08% |
| 3 Year | 10.17% | 14.64% | -4.47% |
| 5 Year | 9.17% | 12.95% | -3.78% |
| Since Inception | 9.71% | 13.92% | -4.21% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.21% | -0.71% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.17% | -0.2% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.46% | -9.75% | 5.21% | 3.85% | 6.15% | 2.72% | -0.8% | -3.33% | 0.1% | 3.35% | -0.19% | -2.06% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -5.01% | -3.96% | -1.1% | 0.37% | 4.23% | -0.65% | 1.97% | -2.12% | -0.67% | -1.27% | -2.11% | -1.78% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 6.36% | -0.4% | 8.85% | 4.44% | -0.3% | 1.17% | -6.21% | -1.62% | -2.07% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 5.12% | -0.43% | 2.08% | 0.44% | -1.66% | -1.11% | -0.09% | -1.36% | -0.05% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 829.3 | 801.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1114 | 999.4 | 1047.6 | 1080 | 1123.9 | 1131 | 1104 | 1051.6 | 1015.7 | 992.2 | 943.3 | 889.8 |
| 2024 | -- | -- | -- | 1307.7 | 1274.9 | 1362.7 | 1393.9 | 1364.8 | 1355.4 | 1265.2 | 1228.8 | 1190.6 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
