Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.27% | 4.27% | -4.54% |
| 3 Months | 3.07% | 3.72% | -0.65% |
| 6 Months | 8.45% | 8.33% | 0.12% |
| 1 Year | -11.25% | 5.32% | -16.57% |
| 2 Year | 6.93% | 19.61% | -12.68% |
| 3 Year | 9.34% | 16.19% | -6.85% |
| 5 Year | 21.59% | 21.05% | 0.54% |
| Since Inception | 31.91% | 12.92% | 18.99% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.66% | -10.27% | -5.11% | 8.15% | 14.59% | -4.36% | -4% | -6.21% | 10.19% | -0.27% | -- | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | -- | -- |
| Alpha | -6.23% | -2.53% | -12.43% | 4.97% | 11.05% | -8.04% | -1.29% | -4.46% | 8.95% | -4.54% | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 16.73% | -1.68% | 7.79% | 2.2% | 5.56% | 1.62% | -4.18% | 0.91% | -2.7% |
| Benchmark | -- | -- | -- | 3.87% | 0.41% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 12.86% | -2.09% | 0.74% | -2.24% | 4.6% | -0.47% | 2.27% | 0.85% | -1.2% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 11.5 | 10.3 | 9.8 | 10.6 | 12.2 | 10.8 | 10.4 | 9.7 | 10.7 | 10.4 | -- | -- |
| 2024 | -- | -- | -- | 11.4 | 11.8 | 12.7 | 12.9 | 13.3 | 13.5 | 13 | 13.1 | 12.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
