Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.15% | -0.24% | 0.09% |
| 3 Months | 4.79% | 5.02% | -0.23% |
| 6 Months | 0.78% | 1.63% | -0.85% |
| 1 Year | 0.12% | 7.63% | -7.51% |
| 2 Year | 6.51% | 11.63% | -5.12% |
| 3 Year | 13.47% | 16.39% | -2.92% |
| 5 Year | 16.96% | 16.81% | 0.15% |
| Since Inception | 19.15% | 16.57% | 2.58% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.62% | -7.86% | 6.81% | 2.67% | 2.36% | 2.88% | 0.29% | -3.77% | -0.35% | 2.02% | 2.87% | -0.15% |
| 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 | -3.19% | -0.12% | -0.51% | -0.51% | -1.18% | -0.8% | 3% | -2.02% | -1.59% | -2.25% | 1.91% | 0.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.27% | 1.55% | 7.15% | 2.58% | 1.4% | 1.03% | -4.83% | -0.04% | -1.41% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.83% | 0.72% | 0.1% | -1.86% | 0.44% | -1.06% | 1.35% | -0.1% | 0.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8028.9 | 7368.9 | 7831 | 7973.4 | 8168.6 | 8379.1 | 8451.4 | 8126 | 8091.6 | 8253.5 | 8438.6 | 8334.3 |
| 2024 | -- | -- | -- | 8310.5 | 8422.9 | 9034.6 | 9138 | 9228.8 | 9306.9 | 8788.9 | 8763.3 | 8637.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
