Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.39% | -0.51% | 0.9% |
| 3 Months | -0.02% | -3.8% | 3.78% |
| 6 Months | 3.57% | 3.36% | 0.21% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 8.06% | 8.24% | -0.18% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.78% | 0.39% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.26% | 0.9% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | 4.21% | 0.42% | 0.61% | -0.55% | -0.35% | 0.78% | 1.9% | 0.87% | 0.38% |
| Benchmark | -- | -- | -- | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -- | -- | -- | 0.73% | -1.5% | -2.76% | 2.22% | 0.86% | 0.01% | -2.72% | -1.05% | 0.66% |
| 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 | 1.4 | 1.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | 0.2 | 1.4 | 1.4 | 1.6 | 1.5 | 1.5 | 1.5 | 1.5 | 1.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
