Expert-managed portfolios tailored to your financial goals.
the Investment Approach targets 15-18 companies from the top 250 by market capitalization. It focuses on businesses with consistent growth and potential candidates in sector to be benefitted by industry tailwinds. The portfolio composition of 18-20 compan
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.3% | 0.45% | -0.75% |
| 3 Months | 0.31% | -3.13% | 3.44% |
| 6 Months | 5.87% | 3.24% | 2.63% |
| 1 Year | 23.02% | 17.3% | 5.72% |
| 2 Year | 12.59% | 8.09% | 4.5% |
| 3 Year | 28.17% | 17.66% | 10.51% |
| 5 Year | 20.11% | 14.78% | 5.33% |
| Since Inception | 22.06% | 20.13% | 1.93% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.89% | -0.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.45% | -0.75% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.88% | -8.29% | 10.02% | 2.48% | 2.43% | 2.92% | -0.37% | -1.87% | 2.89% | 3.13% | -0.54% | 1.52% |
| 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 | 1.55% | -0.55% | 2.7% | -0.7% | -1.11% | -0.76% | 2.34% | -0.12% | 1.65% | -1.14% | -1.5% | 1.76% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.91% | 5.53% | 6.56% | 4.1% | 0.27% | 0.65% | -7.82% | 0.26% | -2.16% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.47% | 4.7% | -0.49% | -0.34% | -0.69% | -1.44% | -1.37% | 0.2% | -0.66% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 51.9 | 52.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 41 | 38.3 | 42.5 | 46.9 | 48.3 | 50.9 | 51.4 | 50.8 | 49.2 | 50.4 | 50.3 | 51.3 |
| 2024 | -- | -- | -- | 22.6 | 25 | 27.9 | 32.8 | 38.8 | 40.9 | 40 | 41.4 | 40.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
